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Changing Person Details

To change the details of the person:

  1. Open the person context of the person you want to make changes to, and click on the Summary tab.
  2. Select the Change button.
  3. Make the changes to the person's details and select the Save button. Note that the Set As Default check box should remain selected if this person is still the principal contact person for the company.

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See Also:

Person Fields

Changing Company Details

Changing Company Address Details

Adding a New Address to an Existing Company

Maintaining Address Links

Adding a New Person to an Existing Company

Merging Duplicate People