How do I edit customer information?

There are several scenarios where you might need to edit a customer's basic information. For example, if the customer made a typo in their name or address, or if the customer has name and address protection, which prevents the information from being imported automatically.

In Uniify, you can always manually edit this information to ensure your case is up to date and accurate.

Step-by-step guide:

1. Locate the customer: Open the specific case where the information needs to be corrected.

2. Click the edit icon: In the Information section, you will find a small pencil icon in the top right corner. Click it to open the editing window.

3. Update the information: A window titled Edit information will appear. Here, you can freely change or add:

   • Name and Contact person

   • Email and Phone number

   • Address, City, Zip code, and Country

   • Personal ID (CPR), VAT number (CVR), or Date of birth

4. Save changes: Once you have corrected the necessary fields, click the blue Save changes button.

Why can't I see the customer's name?

If a customer appears as "NAME & ADDRESS PROTECTED", it is because they are protected in public registries. In these cases, Uniify cannot fetch the data automatically. You can still ask the customer for the information and enter it manually using the guide above if required for your documentation.

Any questions?
If you have updated the information but the changes aren't appearing, or if you need assistance editing data on a locked case, please reach out to our support team via the chat or at support@uniify.io. We’re here to help!