People Details: Profile

To edit the details of the customer's Profile:

1. From the "Actions" menu, select "Edit Profile." The "Edit Profile" pop-up window is displayed.

2. Select one of the following tabs:

• Basic Information: General demographic for the customer, such as name, birthday, etc.

• Membership Summary: Details of the customer's sign-up or enrollment.

• Business Units: If your account is configured with Business Units, this tab displays Business Unit-specific information. Please note that you must select a Business Unit (and not "All Business Units") from the drop-down menu in the top-right corner of the screen for this tab to be enabled. 

• Communication Preferences: Flags used to indicate if this customer is eligible to be contact in different channels.

• Address: The customer's postal address.

• Other Details: Additional demographic attributes.

• Comments: Notes related to this customer.

3. Make the necessary changes to the customer's Profile.

4. Click save.