![]() ![]() ![]() The second section on the Customer details tab includes the following: Select the type of contact information from the drop-down list ( Email or Phone number) and a new field appears for entering the new data. To add additional contact information about the customer, click +Add contact information in the upper right hand corner of this section. Click the three dots to the right of the field for the option to Make direct line or Remove this number. Phone (shared): A phone number associated with this customer that is also used by others (see Understanding how phone numbers are linked to end-user profiles).Click the three dots to the right of the field for the option to Remove this number. Phone (direct line): The main phone number associated with this customer (see Understanding how phone numbers are linked to end-user profiles).Click the three dots to the right of the field for options to Resend verification, Send email, and Remove. Verification is not required for a non-primary email address. If it’s not verified, a warning icon appears next to the label. Other email: An additional email address for the customer. ![]() The email address must be unique to the user and must be verified (see Managing end users).
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