Edit Contact Details
Last updated
Last updated
that you want to edit.
With the Contact record loaded, go through the section where you want to edit.
ASSIGNED ROLES FOR CONTACT, see
To edit the contact's personal information, go to the following sections:
EDIT CONTACT DETAILS
OTHER DETAILS
DETAILS
Click the SAVE CONTACT button to save your changes.
Other sections that you can edit are the following:
ACTIVE CUSTOMER REQUESTS MADE, see
ASSOCIATED FILE ATTACHMENTS
ADD CONTACT'S ROLE FOR SCHEDULED UNITS, see
Navigate to the Contacts > Edit Contact Info menu if you want to edit the Contact's addresses and contact information.