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A guided walkthrough of changing a customer's name in the Mention Me platform.

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Steps to Update a Customer’s Name

1

Find the customer

In the left-hand menu, click Customers. Search for the customer by their name or email address, then click their name in the results to open their profile.
Customer search results by name or email

Customer search results filtered by name or email.

2

Edit their name

Click the pencil icon next to their name. Update the Firstname and Surname fields as needed.
Pencil icon to edit customer first name and surname

The pencil icon used to edit a customer's first name and surname.

3

Save changes

Click Save to apply the changes. A success message confirms the change, and the new name shows on their profile.
Edit Customer detail form with Firstname, Surname, Short Link warning and Save button

The Edit Customer detail form, with the name fields, the Short Link warning and the Save button.

The Short Link is on the same Edit Customer detail form, but changing it breaks any share links the customer has already sent. Only edit it if you need to. If you’re not sure, contact the Support team for assistance.

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Email Address Handling

Email addresses cannot be changed within the platform. If a customer has signed up using the wrong email address, advise them to sign up again with the correct email. Alternatively, you can manually enrol them using the correct details.
Last modified on November 3, 2026