Modifying a contact requires Administrator privileges. Click here for more information.
1. Perform a Search For Your Desired Contact
Begin by following the steps required when searching for a contact.
Documentation on searching for contacts can be found here.
2. Add the Contact into the Worksheet
After you have successfully searched for your desired contact, select the contact from Search Results and click Add Contact.
Once you have clicked Add Contact, exit the Contact Management tool.
3. Open the Contact Management Window Again
Open the Contact Management window from the button adjacent to the contact information you just entered.
For example, if you used Client 1 to add the contact information to the worksheet, click Client 1 again.
4. Click the Contact Tabs
Once you are back in the Contact Management window, click the Contacts tab at the top of the window.
You will find all information pertaining to your client filled out in the boxes.
Make your changes to the data fields, and click Save when you are finished.