Edit Contact Details

1. Search for the Contact record that you want to edit.

2. With the Contact record loaded, go through the section where you want to edit.

   1. ASSIGNED ROLES FOR CONTACT, see Assign Roles to a Contact

   2. To edit the contact's personal information, go to the following sections:

      • EDIT CONTACT DETAILS

      • OTHER DETAILS

      • DETAILS

   3. Click the SAVE CONTACT button to save your changes.

Other sections that you can edit are the following:

• ACTIVE CUSTOMER REQUESTS MADE, see Create a New Request

• ASSOCIATED FILE ATTACHMENTS

• ADD CONTACT'S ROLE FOR SCHEDULED UNITS, see Associate a Contact to Scheduled Units

Navigate to the Contacts > Edit Contact Info menu if you want to edit the Contact's addresses and contact information.