In this guide, we’ll walk you through the simple steps to find a customer’s profile and update their first or last name in the Mention Me dashboard. We’ll also explain what to do if you need to update the Short Link field.
Steps to Update a Customer's Name
Step 1: Access Customer Information
Navigate to the Customers tab in the left navigation panel of the Mention Me dashboard. This is the default view for customer support agents.
The Customers tab highlighted in the Mention Me dashboard navigation panel
Step 2: Search for Customer
Use the search function to find the customer by their incorrect name or email address.
Search bar in the Customers section for finding a customer by name or email
Step 3: Edit Customer Details
Once the customer's details appear, click on the pencil icon next to their name.
Modify the Firstname and/or Surname fields as needed.
Edit customer name screen, highlighting the pencil icon and editable fields
Step 4: Save Changes
After updating the name, click Save to apply the changes.
GIF showing customer name changes in the dashboard
Short Link Updates
The Short Link field cannot be changed directly within the dashboard. If you or the customer needs this field to match their name, please contact the Support team for assistance.
Email Address Handling
Email addresses cannot be changed within the platform. If a customer has signed up using the wrong email address, advise them to sign up again with the correct email. Alternatively, you can manually enrol them using the correct details.