Update contact information

  1. Locate the contact you would like to update.

    Use the search bar to quickly locate a contact.

  2. Select (Edit).

  3. Make the necessary changes.

    Use the tabs at the top of the window to switch between General Information, Portal Information, and Notification Settings.

    First Name
    Enter the contact's first name.
    Last Name
    Enter the contact's last name.
    Email
    Enter the contact's email address. Use an address associated with your institution.
    Title
    Enter the contact's job title.
    Client Name
    Select the client or clients associated with the contact.
    Primary Client
    Select the client that appears by default when the contact logs in to Client360. If the contact has only one client, that client is the Primary Client.
    Business Phone
    Enter the contact's business phone number. If it is a cell number, the contact can use it for Client360 multifactor authentication.
    Mobile Phone
    Enter the contact's mobile phone number. If it is a cell number, the contact can use it for Client360 multifactor authentication.
    After Hours Phone
    Use the primary contact number when you need to reach the contact outside of normal business hours.
    Language
    Select the contact's preferred language.
    After Hours Contact
    Select to allow us to call this contact at their After Hours Phone number.
    Time Zone Setting
    Select the contact's time zone.
    4. Access to Portal
    Grant the contact access to Client360.
    Client Administrator Privileges
    Allow the contact to access the Admin portal.
    View sensitive comments & attachments
    Select to allow contacts to see all sensitive comments and attachments in inquiries. Sensitive comments are those containing PII or PCI information. Client360 treats all attachments in an inquiry as sensitive.
    View all inquiries of all contacts
    Select to display the All Inquiries tab in the contact's inquiry dashboard. This tab allows contacts to see all inquiries for your institution.

    By default, contacts only see the My Inquiries tab, which only displays inquiries linked to their own profile.

    Engage Fiserv Relationship Team
    Select to allow contacts to add their Fiserv Relationship Team members as watchers on an inquiry.
    Invoices
    Select Invoice Admins to allow contacts to manage invoice access for other users. Select Invoice Access to grant standard access to users who need access to the Invoices module.
    Projects and Implementations
    Select to allow contacts to access the Projects and Implementations module.

    The Projects and Implementations module replaces our current Client Commitment Tracker. It is currently in pilot and available only to select users.

    Admin report and Inquiry Report
    Select to allow contacts to access those report types.
    Notification (Service Interruptions and Publications)
    Select to allow the contact to receive notifications related to their product preferences. When unchecked, the contact does not receive any email notifications, regardless of the contact's product preferences.

    This does not refer to password change or inquiry notification email notifications from Client360.

    Email Notification Settings
    Select to allow contacts to select the notifications they want to receive for each product.

    This setting works with Notification (Service Interruptions and Publications). Enable this setting to allow contacts to receive the notifications they subscribe to.

    Inquiry Settings
    Select to allow contacts to perform various activities within inquiries by product.
      Create Inquiry
        Select to allow contacts to create inquiries for the product.
      Favorite Product
        Select to set the product as a favorite for the contact when creating an inquiry.
      Watcher
        Select to automatically add contacts to the watchlist for any inquiry opened for that product.
      Admin Lock
        Select to lock product settings. This prevents contacts from changing their Email Notification Settings and Inquiry Settings for the product.

    Select the inquiry activity that determines the notifications the contact receives.

  4. Select Save.