Amending General Contact Details
This guide is designed to outline the steps required to amend general contact record details in CIS
The contact record looks this:
To change/update general details for a contact, click on ‘General’ tab and click ‘Edit’
The following window will pop up:
- You can amend the contact name, title, sex, DOB etc
- Click Details to amend additional information, see below:
- Here you can amend contact status to gone away or deceased
- Click ‘Save’ to finish