Editing Contact Information

How to Edit Contact Info

Change Best Contact

• Hover over the Best Contact phone number so it is boxed in light blue.

• Select the that appears to the right.

• The available phone numbers to choose from appear.

• Select one to be the Best Contact or click on to add a new number.

  • If you choose a list will appear asking whom the number should be added to.

  • If you select and not one of the individuals on the account, you will be prompted if you would like to replace the current number.  This is because an account cannot have more than one Home Phone.  Individuals can have more than one number listed.

    

  • Select to have this as the new Home Phone.  

Edit/Delete/Archive Address

• Hover over the data till you see the .

• Click .

• Update the new information in the pop-up.

• Click when done.

• Select  to archive the address.

• Select to delete the address.

Admire Dictionary

Archived = an archived address, cell phone number or email means that while we retain the information in your database it is inactive.  They appear greyed-out with this symbol next to it.

Add an Address

• Hover over the old address till the appears.  

  

• Click the .

• Enter the new address into the Add Address pop-up.

  

• To make this the Primary address select .

  • The new address will be Primary.

  • The previous primary address will get archived.

Change Primary Address

• Click the empty star next to the alternate address to make it Primary.

• If you add a new address and choose :

  • The new address will become the Primary one.

  • The previous address will get archived.