How to Edit Contact Profile Information?
Quick Batch Updates:
- Click Dashboard
- Click Contacts in left-side menu
- Click Display Columns button to select fields to appear in the grid.
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.
- Repeat step 4 for each field to edit.
Updating an Individual Contact:
- Click Dashboard
- Click Contacts from left-side menu
- In the Search field, enter the first few letters of the first or last name to display a list of matches.
Find the name of the person to update
- Click the Manage button for the person to update
- 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. - 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