Video: Updating customer information

Last updated: April 7, 2026

In this guide, you will learn how to update customer information in Mesh.

 

When logging in to your account, please ensure you select the correct region, which will be one of the following:

You can find the link to your region in the onboarding email you received (look for the "Welcome to ComplyAdvantage" email).

 

If you can’t find the email, don't worry! You can always contact our support team at [email protected].

1. Select the customer

Select the customer you'd like to update.

Select the customer

2. Click "Actions"

Navigate to the actions menu.

Click 'Actions'

3. Click "Update customer record"

Select the option to update customer details.

Click 'Update customer record'

4. Click here

Click on the pencil next to the category you'd like to update.

Click here

5. Add updated information

Select the text box under the field you'd like to change and fill in the updated information.

Add updated information

6. Select option

Select the desired option.

Select option

7. Click "Confirm"

Verify the changes.

Click 'Confirm'

8. Click "Save"

You will now see the updated information on the customer record.

Click 'Save'

9. Click "Save"

Once complete, click "Save" to update the customer information.

Click 'Save'

We hope this guide helped you learn how to update customer information in Mesh.