Can a customers name be modified by admin?

Daniel Parcesepe
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May 12, 2024

Hi Service Desk,

Can a Customers name be modified:

1) before an invite has been sent?

2) after invite has been accepted?

3) in General?

 

Kind Regards,

 

Dan

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Vijay Dadi
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June 11, 2024

We do not have an option to modify the customers once they are onboarded.

 

Well they are invited, you can ask the invitee to update their first/last name on their account but as an admin you are not entitled to do so.

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