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How to View, Edit, or Delete Contact Profile Information

Learn how to view, edit, or delete customer profile information in ZenMaid to keep your contact records accurate and up to date.

Written by Amar Ghose

Summary

  • Managing your customer profiles in ZenMaid helps keep your contact records accurate. You can view, update, or remove information directly from any customer profile


Accessing a Contact Profile

  • Go to Contacts > All Contacts from your ZenMaid dashboard

  • Use the search bar to find the customer

  • Click on the customer's name from the search results


Editing a Contact Profile

  • Click the Actions button at the top of the profile and select Edit

  • Scroll through the page and click on the sub-sections (Location Details and Notes & Other Information) to view, add, edit, or delete information

  • Click Save Changes when done


Managing Phone Numbers

  • If your contact doesn't have a mobile number on file yet, you may simply enter their phone number under the Phone Numbers field.


Changing Contact Labels

  • Select the phone number type by clicking on the drop-down menu.


Adding Another Mobile Number

  • If you need another phone number recorded in your contact's profile, click on the +Add Phone Number button.


Removing Your Contact's Mobile Number

  • If you need to delete a phone number and replace it with a new one, you may simply click on the trash can icon beside the existing phone number.


Keywords

  • View customer information

  • Edit customer information

  • Delete customer information

  • View customer data

  • Edit customer data

  • Delete customer data

  • Customer profile ZenMaid

  • Update contact profile

  • ZenMaid contacts

  • All Contacts page

  • Edit contact ZenMaid

  • Customer records

  • Add phone number ZenMaid

  • Remove phone number ZenMaid

  • Change phone number ZenMaid

  • Contact phone number

  • Phone number label

  • Mobile number ZenMaid

  • Location details ZenMaid

  • Notes and other information

  • Save changes ZenMaid

  • ZenMaid dashboard

  • Manage customer information

  • Customer contact details

  • Edit customer profile

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