The demographic information for a contact may be updated at any time during the account process. On the Contacts view there is an Edit hyperlink for each contact displayed. The names of contacts in the contacts area of the Account View are also highlighted as hyperlinks. These hyperlinks when selected display the Edit Contact dialog where the current demographic information for the associated contact is displayed.
The Edit Contact dialog provides the user with a Save Prior Address option. If the user wishes to update the contact’s current address and save the address currently stored for the contact as previous, the Save Prior Address check box may be selected. When the OK push-button is selected on the Edit Contact dialog a new record is created for the contact’s current address information and the old record is marked as previous.
The Edit hyperlink is not available for inactive accounts. The contact names in the contact area of the Account View remain as hyperlinks, but the View Contact dialog is displayed when any are selected.
Follow these steps to edit a contact:
From the Contacts view, select the Edit hyperlink in the Actions column for the contact whose demographic information is to be modified, or click on the highlighted name of the contact in the contacts area of the Account View you wish to modify.
The Edit Contact dialog is displayed with the corresponding contact information displayed.
Modify the appropriate information for the contact.
Select the Save Prior Address check box if the previous information is to be saved.
Select the OK push-button. The Edit Contact dialog is closed and the Contacts view is displayed. The Save push-button must be selected for the changes to be saved to the database.
To cancel any changes made to the contact, select the Cancel push-button on the Edit Contact dialog. After this push-button is selected the dialog is closed and the Contacts view is displayed. None of the changes made to the contact are saved.
If all of the information for a contact is to be changed, select the Clear push-button. Selecting the Clear push-button removes all the information in each field on the Edit Contact dialog.