Requesting Updated Contact Details
A details request helps collect information directly from the people involved. The request workflow is separate from changing their production permissions.
Send A Request
- Open Contacts and select the relevant contact checkboxes.
- Under Bulk Actions, choose Request Contact Details.
- Select Apply.
- Ask the contact to follow the request message and complete the displayed workflow.
Complete A Received Request
For a request link that asks for a PIN, enter the PIN from the request and select Verify. Review the production name, complete the relevant form fields, read the consent statement and select Submit Contact Information.
For signed-in users receiving a request to share existing details, use Your Details → Requests and choose Approve or Reject. Keep your own My Details information current before approving a request.
Troubleshooting
A request can be rejected when its PIN is incorrect, it cannot be found, or it has already been completed. Use the intended message and ask the production to check the request rather than reusing another person's link. Sending a request in the interface is not confirmation of email delivery; follow up if the person has not received it.