How to Edit Contact Profile Information?

How to Edit Contact Profile Information?

Quick Batch Updates:

  1. Click Dashboard
  2. Click Contacts Module in left-side menu
  3. Click Display Columns button to select fields to appear in the grid.
  4. For each field, click inside the cell to open an editable text box, then click your Return/Enter button on your keyboard to save the change.
    • NOTE: Press the 'tab' button will not save your changes.
  5. Repeat step 4 for each field to edit.

Updating an Individual Contact:

  1. Click Dashboard
  2. Click Contacts Module
  3. In the Search field, enter the first few letters of the first or last name to display a list of matches.
  4. Find the name of the person to update
    • To change fields displayed in the grid, Click Display Columns button to select fields to appear in the grid:
      • if the fields you want to edit appear in the grid, click inside the cell to open an editable text box, then click your Return/Enter button on your keyboard to save the change
      • if the fields you want to edit do not appear in the Display columns list, then click on the Manage button in the first column to open the full contact profile and edit
      • Note: you may need to scroll to the right if you do not see all of the columns.
        • Apply the changes to the fields, then click Update Profile to save changes.
  5. Click the Manage button for the person to update
  6. Edit or update the field(s)
    NOTE: Changing the contact's main email address will change the email address they use to log in to the system.
  7. Scroll down to the bottom of the screen, click Update Profile to save changes

How to add more than 1 email address in the CC field?

You may enter multiple email addresses in the CC field by separating the emails with a semi-colon ';' and no spaces.

E.g. email1@address.com;email2@address2.com