SSF Ops — Simple Smart Field Services Operations

SSF OPS WIKI

Edit a customer contact

Customers · Company administrator · Available

Update contact identity and communication preference.

Illustrative demo image of Edit a customer contact
Illustrative demo based on current source fields. No customer data or staging screenshot.

How to use this function

  1. Sign in with a role allowed to access customers.
  2. Open Customers and choose Edit a customer contact.
  3. Review the customer and company site context where this function uses them.
  4. Complete or review these controls: Contact, Email, Phone, Preferred channel.
  5. Update contact identity and communication preference.
  6. Save or confirm the action, then reopen the record to check its updated state and history.

Fields and controls shown in the demo

  • Contact
  • Email
  • Phone
  • Preferred channel

Guide updated 2026-09-27. Release changes must update this page and its image together.

Edit a customer contact | SSF Ops Wiki