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

1. Open the Record you need to edit
2. Navigate to Details > Contact Information.
• To edit a single entry, navigate to its section, hover over the entry, and click EDIT.
• To open all entries in all four contact info sections for editing at once, click EDIT ALL.
3. Make any necessary changes to the information.
4. Save your changes. If you are editing a single entry click . If you are mass editing, click SAVE at the bottom of the page.