🔄How to Update Customer Mobile & Email
1
Navigate to Customer Search
Access the Customer Search option from the main menu.
2
Enter Customer ID
Enter the known Customer ID. If unknown, use the "Find Customer ID using Policy Number" feature.
3
View Customer Details
Once the customer details are displayed, locate the "Contact Details" section.
4
Update Information
Enter the new mobile number and email ID provided by the customer.
5
Save Changes
Click the "Update Contact" button to save the changes. A confirmation message will appear.
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