Customers occasionally need their phone number updated in AppFront — for example, if they've switched to a new number. Here's how to make that change from the portal.
Before you start
In AppFront, a customer's phone number acts as their unique identifier in the system. Because of this, updates should always be made directly on the customer's existing profile rather than by creating a new one.
Steps to update a customer's phone number
Log in to the AppFront portal.
Go to Customers and search for the customer using their current name, phone number, or email.
Open the customer's profile.
Click the edit option next to their phone number field.
Enter the new phone number and save your changes.
Confirming the update
Once saved, the customer's profile should be immediately searchable by their new number, under their existing name. This usually takes effect right away — no further steps needed.
If something goes wrong
If you see an error message while updating, or the customer doesn't appear when searching by their new number, reach out to AppFront support and we'll help sort it out.