Update renter identity and contact details
Save title, first/last name, email and phone.
Before you start
Rent-request permissions apply to staff. Client profile actions are limited to the signed-in customer and authorised relationships.
Follow these steps
- Open the rent request or the client’s Renter Profile indicated in the route.
- Save title, first/last name, email and phone.
- Verify these values against the CRM contact record where relevant.
- Complete the task, save the change and reopen the related request or profile row.
Fields, rules and limits
- Verify these values against the CRM contact record where relevant.
Check it worked
The request/profile stores the intended details for the correct customer.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Verify these values against the CRM contact record where relevant.
Why is the record or action unavailable?
Rent-request permissions apply to staff. Client profile actions are limited to the signed-in customer and authorised relationships. Check the current company and record relationship before requesting additional access.