You can edit the master data of a contact person according to the following instructions:

1. Via the “I want to”-panel in the customer cockpit see create
2. Via the register “Kunden” in the incident-detail-mask via the editor symbol

The following mask where the master data and the additional customer attributes can be edit will appear. After saving, all changes will be carried over in the regular clientele.

The fields are analogous to the user data base and are described in detail under users.

In the case of merging customers all incidents will be transfered from one contact person to another. The interacted contact person will be cancelled from the system irrevocably.

1. First of all, look for the contact person you want to delete from the system and select the -symbol in the result list of the customer search.

A new panel appears in which the chosen contact person will be displayed:

1. Now search for the contact person to whom you want to add the incidents of the prior selected customer.
2. Select the contact person and confirm the interaction.
   
3. In order to cancel the procedure click on the X-icon in the panel of the prior selected contact person.