The contact directory is only used for quickly filling in data into forms. Changing a contact in the directory will not be reflected in previously filled-in data!
To change service data, follow the guides for:
In this guide, you will learn:
- How to add a contact to the directory
- How to edit or delete a contact in the directory
- How to fill a contact from the directory into a form
- Frequently asked questions
Adding a contact to the directory
Add a new contact to the directory in these steps:
- Log in to the customer administration ⧉.
- In the top menu, select My Account Customer.
- In the left menu, select Contact Directory.
- Click the Add new contact link.
On the next page, enter the contact details, check the consents, and click the Add button.
Many forms where you enter data will also offer you the option to save the filled-in data to the directory.
Editing or deleting a contact
To edit or delete a contact, enter the contact overview in these steps:
- Log in to the customer administration ⧉.
- In the top menu, select My Account Customer.
- In the left menu, select Contact Directory.
Edit the contact by clicking the pencil icon on the left side of the contact overview.
Delete the contact by clicking the red cross on the left side of the contact overview.
Filling a contact into a form
If you have contacts saved in the directory, their list will appear before each form requiring the details of a person or company.
By clicking the fill in link, the details saved for the given contact will be automatically entered into the form.
Frequently asked questions
I changed the contact details in the directory, why did I receive a payment request with the old details?
The directory is only used to make filling in forms easier. If you edit the details here, you still need to check the details where it was used and update them by using the contact fill-in function.