The Profile section of the Customer pane contains information about the Customer, including their contact information, Customer type, and fee plans.
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Go to the Profile section of the Customer pane.
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Edit the profile information.
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(Optional) Select Add another phone to add a new phone contact.
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(Optional) Fill out the Digital banking fee plan fields to assign a fee plan to the Customer.
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Select Save changes.
A message will appear when changes are saved successfully.