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How to edit client contact details?

This guide will explain the new feature and walk you through how to update a client's contact details.

Sonja Gebhardt avatar
Written by Sonja Gebhardt
Updated over a month ago

πŸ’‘ There are a few key things to know about this feature:

  • You can add multiple email addresses as well as phone numbers per client

  • You can label the emails and phone numbers and see those labels when sending client communications (e.g. β€œhome”, "preferred", β€œcarer”, etc.)

  • The email that is listed as first on the list (no matter the label associated) will be the default email address used for communication which you can change by using the drop down menu

  • The email address listed first will be the address used for bulk emailing and is unable to be changed


Step-by-step guide

1. Go to the 'Clients' page on Joy CMS and click on your client πŸ§‘

2. Go to the clients 'Setting' page πŸ‘‡

3. Scroll down to the 'Client contact details' section

4. Hover over the existing contact details if you would like to edit them ✏️

5. Click the '+Add email' or '+Add phone' πŸ‘‡ to add an additional contact to the client's profile such as carer details or a work phone

6. Select the phone or email label associated with the contact and click the tick the save βœ”οΈ button on the right

7. You have now successfully edited the client contact details! πŸŽ‰

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