{"id":1011,"date":"2021-01-25T20:55:57","date_gmt":"2021-01-26T03:55:57","guid":{"rendered":"https:\/\/ioflood.com\/blog\/?p=1011"},"modified":"2023-08-11T18:14:27","modified_gmt":"2023-08-12T01:14:27","slug":"how-to-update-a-contact-in-ubersmith","status":"publish","type":"post","link":"https:\/\/ioflood.com\/blog\/how-to-update-a-contact-in-ubersmith\/","title":{"rendered":"How To: Update a Contact in Ubersmith"},"content":{"rendered":"\r\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2021\/01\/Ubersmith_Logo.png\" alt=\"ubersmith logo\" class=\"wp-image-1005\" width=\"580\" height=\"94\" title=\"\" srcset=\"https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2021\/01\/Ubersmith_Logo.png 1002w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2021\/01\/Ubersmith_Logo-300x49.png 300w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2021\/01\/Ubersmith_Logo-200x33.png 200w\" sizes=\"(max-width: 580px) 100vw, 580px\" \/><\/figure><\/div>\r\n\r\n\r\n\r\n<p><strong>Welcome to another of our Ubersmith \u2018how to\u2019 guides!<\/strong><\/p>\r\n\r\n\r\n\r\n<p>For this post we\u2019re going to walk you through one of the most common questions we get asked in the support department.<\/p>\r\n\r\n\r\n\r\n<p><em>\u201cHow do I update my contact information with you?\u201d<\/em><\/p>\r\n\r\n\r\n\r\n<p>Missing important emails can sometimes have negative effects on your business, especially if it ends up resulting in downtime that can impact your customers negatively as well, which is why it\u2019s important to make sure that your contact information on your account is always as up to date as possible.<\/p>\r\n\r\n\r\n\r\n<p>Thankfully, Ubersmith makes it incredibly easy to update your own contact information, and you can do so in a few simple steps, as we have outlined for you below.<br><\/p>\r\n\r\n\r\n\r\n<hr class=\"wp-block-separator is-style-wide\"\/>\r\n\r\n\r\n\r\n<p>First of all, you will need to go to the IOFlood account management portal and log into your IOFlood account by putting in your username and password, just like our friend Max here did.\u00a0\u00a0<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"546\" src=\"https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image3-3-1024x546.jpg\" alt=\"ioflood support portal main screen\" class=\"wp-image-1702\" title=\"\" srcset=\"https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image3-3-1024x546.jpg 1024w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image3-3-300x160.jpg 300w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image3-3-200x107.jpg 200w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image3-3-1536x818.jpg 1536w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image3-3.jpg 1920w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>Once you\u2019ve logged in, you need to navigate to the menu on the left side of the page and under \u2018Client Profile\u2019 you need to select \u201cView Profile\u201d from the drop down menu.<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"544\" src=\"https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image5-4-1024x544.jpg\" alt=\"ioflood support portal client profile\" class=\"wp-image-1707\" title=\"\" srcset=\"https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image5-4-1024x544.jpg 1024w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image5-4-300x159.jpg 300w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image5-4-200x106.jpg 200w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image5-4-1536x817.jpg 1536w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image5-4.jpg 1911w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>Once you\u2019ve navigated to the Contacts screen, you\u2019ll be taken to a screen that outlines all of your details, that should look something like this:\u00a0\u00a0<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"501\" src=\"https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image3-4-1024x501.jpg\" alt=\"ioflood support portal edit client profile\" class=\"wp-image-1708\" title=\"\" srcset=\"https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image3-4-1024x501.jpg 1024w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image3-4-300x147.jpg 300w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image3-4-200x98.jpg 200w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image3-4-1536x752.jpg 1536w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image3-4.jpg 1894w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>From here, to update your details, you need to select \u2018edit\u2019 in the top right corner of the contact information box.<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"484\" src=\"https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image1-4-1024x484.jpg\" alt=\"ioflood support portal edit client profile popup\" class=\"wp-image-1709\" title=\"\" srcset=\"https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image1-4-1024x484.jpg 1024w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image1-4-300x142.jpg 300w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image1-4-200x94.jpg 200w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image1-4-1536x726.jpg 1536w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image1-4.jpg 1901w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>Which will bring up a popup window for you to update that should look like this:<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"941\" height=\"1018\" src=\"https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image6-4.jpg\" alt=\"ioflood support portal edit client profile popup\" class=\"wp-image-1710\" title=\"\" srcset=\"https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image6-4.jpg 941w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image6-4-277x300.jpg 277w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image6-4-185x200.jpg 185w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>Update any information that needs to be changed, and make sure you click \u2018Save\u2019 to save your changes!<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"941\" height=\"1018\" src=\"https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image7-5.jpg\" alt=\"ioflood support portal edit client profile popup filled in\" class=\"wp-image-1711\" title=\"\" srcset=\"https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image7-5.jpg 941w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image7-5-277x300.jpg 277w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image7-5-185x200.jpg 185w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>Once you\u2019ve saved your changes, you will be automatically redirected back to the client profile screen again, where you should be able to see the updated changes now reflected on your profile.<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"501\" src=\"https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image3-5-1024x501.jpg\" alt=\"ioflood support portal edit client profile shows as updated\" class=\"wp-image-1712\" title=\"\" srcset=\"https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image3-5-1024x501.jpg 1024w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image3-5-300x147.jpg 300w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image3-5-200x98.jpg 200w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image3-5-1536x752.jpg 1536w, https:\/\/ioflood.com\/blog\/wp-content\/uploads\/2022\/11\/image3-5.jpg 1894w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>And that\u2019s all you need to do!\u00a0 It really is quick and easy to update your profile to make sure we always have the most up to date information to make communicating with you as easy as possible.\u00a0\u00a0<\/p>\r\n\r\n\r\n\r\n<hr class=\"wp-block-separator is-style-wide\"\/>\r\n\r\n\r\n\r\n<p>I hope you\u2019ve enjoyed this most recent addition to our \u2018how to\u2019 guides for Ubersmith, all designed to help make managing your business easier.\u00a0\u00a0<\/p>\r\n\r\n\r\n\r\n<p>Please make sure you check back on our blog regularly as we will be doing more of these \u2018how to\u2019 posts to help our customers navigate through their customer portals.\u00a0\u00a0<\/p>\r\n","protected":false},"excerpt":{"rendered":"<p>Welcome to another of our Ubersmith \u2018how to\u2019 guides! For this post we\u2019re going to walk you through one of the most common questions we get asked in the support department. \u201cHow do I update my contact information with you?\u201d Missing important emails can sometimes have negative effects on your business, especially if it ends [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":1012,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[120],"tags":[],"class_list":["post-1011","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ubersmith","cat-120-id","has_thumb"],"_links":{"self":[{"href":"https:\/\/ioflood.com\/blog\/wp-json\/wp\/v2\/posts\/1011","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ioflood.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ioflood.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ioflood.com\/blog\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/ioflood.com\/blog\/wp-json\/wp\/v2\/comments?post=1011"}],"version-history":[{"count":4,"href":"https:\/\/ioflood.com\/blog\/wp-json\/wp\/v2\/posts\/1011\/revisions"}],"predecessor-version":[{"id":3159,"href":"https:\/\/ioflood.com\/blog\/wp-json\/wp\/v2\/posts\/1011\/revisions\/3159"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ioflood.com\/blog\/wp-json\/wp\/v2\/media\/1012"}],"wp:attachment":[{"href":"https:\/\/ioflood.com\/blog\/wp-json\/wp\/v2\/media?parent=1011"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ioflood.com\/blog\/wp-json\/wp\/v2\/categories?post=1011"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ioflood.com\/blog\/wp-json\/wp\/v2\/tags?post=1011"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}