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