EDITING CONTACT

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The Edit Contact page allows you to view the details of a contact or change contact information.

To edit a contact  ProClass Training Videos
  1. Locate the contact using the Contact Search feature, and then click the Select button.          
    The Edit Contact page displays.

  2. Use the About section to view the ID, Historical ID, Unit, Active status, and the dates the contact was Created and Modified.

  3. If the contact is a Student, select a status from the Status box. If the contact is not a student, the Status box is not visible.      
    A record of the status changes is available in the Status History tab for Student contacts.

  4. Use the Title box to add or change the contact's title.

  5. Use the Salutation box to add or edit a salutation.        
    Salutation would be the customer's nick name or informal name if he or she should be referred to as something other than what is typed in the First Name field.

  6. Use the First Name, M.I., and Last Name boxes to change the full name of the contact.

  7. Use the tabs at the bottom of the Edit Contact page to add, edit, or view additional information related to the contact.

  8. Click the Save button to save the contact information.