Contact Management - Edit Contact Profile
Data Entry Steps
- Expand the Main Menu by clicking the three horizontal bars symbol shown in the left corner.
- Click '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 pencil/edit icon next to the Contact Profile heading.
- Edit the fields as needed (ex. First Name, Last Name, Business Address, Home Address, Teamlink Information, Comments).
- Click the blue 'Save and Close' or 'Save and New' button
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