Edit Contact Profile

  1. Go to Contact Management.
  2. Click the record count number shown to the right of Active Companies. This will refresh the page and show the active companies listing.
  3. Enter some text to filter the active companies list.
  4. Click on the Company record to review their profile.
  5. Scroll down to the Contacts section.
  6. Click the Contact record within the grid. This will refresh the page.
  7. Click the Edit button next to the Contact Profile heading.
  8. Edit the fields as needed.
  9. Click the Save and Close or Save and New button.