Editing Contact Information
Contact information displayed on a Summary Card can be quickly edited directly on a card, but not all contact information is displayed there. To edit any Contact Information stored on a Record (phone, email, address, social media/weblink), see below.
Editing Contact Information
- Open the Record you need to edit
- Navigate to Details > Contact Information.
- To edit a single entry, navigate to its section, hover over the entry, and click .
- To open all entries in all four contact info sections for editing at once, click .
- Make any necessary changes to the information.
- Save your changes. If you are editing a single entry click
. If you are mass editing, click at the bottom of the page.
CAUTION: Activating EDIT ALL may trigger empty required fields in other sections. If you are unable to save, check all sections for any blank required fields.
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