Update customer details

You can update customer contact details as they change (e.g. address details or phone numbers).  For an organisation (Customer account) with several different users only a user with Administrator status can make these changes. 

• Read more about Administrator options

How to update customer details

1. Select the Logon button then enter your User ID and password.
2. From the left hand menu select My Tools - User Administration - Customer Details.
3. Update details in the 'Customer Details' section.
   Normally you would enter the contact details for the organisation you belong to (this might be the society's or trust's details).  However, if you use this as your own account:
   
   • Ensure your name is entered in the Organisation Name field
   • Select Other from the Customer Category drop down menu
   • Enter your Telephone number (rather than one belonging to your organisation)
   • Enter your Postal address (not one used by your organisation).
     
     Fields marked with an asterisk * must be completed.
4. Once you have made the necessary updates to the Customer Details form scroll back to the top of the page and select Save.
5. We will display a message on screen to confirm that the record has been updated.
6. When you select OK you will be taken back to the User Administration menu.

Note about the Payment details section

There are no fees associated with using any of the online services on the Societies and Trusts website - they are FREE.

If, however, you think you will use your Logon on one of our other websites (see list of participating websites) you may wish to select an appropriate payment option.

Note about the Sites and services section

Leave these fields blank to access all available sites and services.  Entering details into this section will restrict your access to certain websites or services.