Customer information updates communicated through email or phone calls give customer service and account management teams an inconsistent record of what has changed and what needs to be updated in the customer record. The specific fields the customer wants updated are not explicitly stated, leaving the team to infer which information is current and which is out of date. Personal, employment, and contact details are not captured in a structured format that allows the update to be processed directly without follow-up. Without a centralized customer update process, maintaining accurate customer records requires more manual effort than it should.
The Customer Information Update template for SharePoint, built with Infowise Ultimate Forms, provides an update request form that captures the customer's full name, date of birth, marital status, nationality, phone number, email address, full address, company name, job title, department, a selection of which specific information the customer wants updated, and their preferred contact method. Every update request is stored as a complete, actionable record in SharePoint.
How it works
Personal and demographic details
The form captures the customer's full name, date of birth, marital status, and nationality. Capturing these personal details in structured columns ensures the customer service team has the updated demographic record needed to verify identity and process the update accurately, particularly in regulated industries where personal information is subject to strict data quality requirements.
Contact information
The form captures the customer's phone number, email address, and full mailing address including street, city, state or province, ZIP or postal code, and country. Capturing the complete contact record in structured columns at the point of the update request gives the team everything needed to update the customer record across all contact channels without gathering individual pieces of information through separate exchanges.
Employment details
The form captures the customer's company name, job title, and department. For organizations where employment context is relevant to the customer relationship — financial services, insurance, or professional services — capturing employment updates within the same form as personal and contact details ensures the full customer profile is updated in a single step.
Information to update and contact preference
A required column asks the customer to indicate specifically which information they want updated. Capturing this explicitly prevents the team from updating columns the customer did not intend to change, and provides a clear, documented record of the scope of the update request. A preferred contact method column captures how the customer would like to be reached to confirm the update has been processed.
What you get
- A customer information update form capturing full name, date of birth, marital status, and nationality
- Complete contact details including phone, email, and full mailing address
- Employment details including company name, job title, and department
- Explicit selection of which information the customer wants updated, preventing unintended record changes
- Preferred contact method for update confirmation
- Every update request stored as a complete, actionable record in a standard SharePoint list
- Extendable with automated update confirmation notifications using Ultimate Forms
- Free for all Ultimate Forms customers, installed automatically with a single click
Built on standard SharePoint lists
The Customer Information Update system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All update request records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.
Read detailed installation instruction.
