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Edit a Contact

You can update a contact that has already been created.

To edit a contact

  1. Select Security and Role Management, Contacts on the Administration tab.

    The Contact Search page appears.

  2. Fill in the filter fields as desired (or leave all filter fields blank to see a listing of all contacts), then click Search.

    The Contact List page appears.

  3. Select the contact you want to edit.

    The Contact Detail page appears.

  4. Click Edit.

    The Contact Update page appears.

  5. Edit the fields as appropriate for the contact.
  6. (Optional) Use the controls available on the tabs at the bottom of this page to configure the contact.
  7. Click Save.

    The contact record is saved and the Contact Detail page appears. The following buttons are now available for configuring the contact:

See Also

Contact Fields

Contact Tabs