TidyAnswer Help Center

Edit customer and contact context

Keep the shared customer profile useful without creating a second CRM inside each conversation.

Steps

  1. Open the contact pane from an existing conversation.
  2. Correct the display name and supported profile fields.
  3. Use tags or structured fields for durable routing context.
  4. Save and verify the profile across the contact list and conversation.

Important notes

  • Phone numbers and other sensitive identifiers are protected service data and should not be copied into notes or tags.

If you still need help

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