Changing customer's primary email address can only be done from the server by any Customer Support Representative. However, make sure to get the CORRECT DETAILS before making any changes in the customer's record.
Follow the steps below to update the customer's email address from email@example.com to firstname.lastname@example.org.
STEP 1: Log in to your admin account if needed then search the current primary email address in the User's tab.
STEP2: Check if the current email ( email@example.com) is confirmed as a primary email account. If not email the customer and clarify.
STEP3: Check if the new email (firstname.lastname@example.org) has an existing record in our server.
STEP 3.1: If there is an existing record, email back the customer and inform him/her that you need to delete the existing record so you can make use of it for updating his/her primary email. This is important to avoid the error pasted below during the update.
STEP 3.1.1: When the customer replied back and confirmed that deletion of the account, go to https://home.everaccountable.com/.adminea/userprofile/person/, search the email and delete the account(email@example.com)
STEP 4: If there is no existing record, go to the Person's tab ( https://home.everaccountable.com/.adminea/userprofile/person/) and search for the existing email you want to upgrade (firstname.lastname@example.org).
STEP 5: Click the email then update the email field using the new data (email@example.com).
STEP 6: Scroll down below the page and click the SAVE button to update the record.
Record successfully updated! Inform the customer by emailing him/her back right away about it.