How to change a customer's name

Sometimes customers will ask to change their name if they misspelt it at the time of enrolling into the referral journey. Here's how to do it:

1. In the Mention Me dashboard, go to the Customers tab in the left navigation panel (If you are a customer support agent you will by default see this view).

   

2. Search by (incorrect) name or email address

   

    

   The customer’s details will appear if they’ve previously interacted with the referral programme.

   

3. Click on Edit Customer's name
4. Change the name in either the Firstname field, Surname field or both (please note you won't be able to change the Slug field. If you/your customer want both to match, please contact our Support team and we'll do it for you) 
5. Click Save