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Editing a person record
Editing a person record

How do I change a person's information and/or contact details?

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over 2 years ago

Step 1: Click on the "Persons" tab in the main menu.

Step 2: Set the view to "Persons" using the drop-down menu.

Step 3: Double-click on the name of the person whose information you want to change.

Step 4: The person record opens. From here, make the necessary changes.

Step 5: Save your changes using the green check mark.

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