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  3. How to…Create and Edit a Contact

How to…Create and Edit a Contact

Search for the record you wish to add a contact to by using the search bar.

Once you have found the correct record, click on the company name to take you to the Record Card. 

Locate the Contacts bar on the left hand side of the record card. All contacts will be listed here. In this example, Elaine Hedders is the main contact, indicated by the star icon .

Should you wish to add a contact, click

A pop-up will appear where you can add the details of any additional contact.

Click Save to save the contact to the record.

Should you wish to edit a contact, click on the contact name. A pop-up will appear with all the details for this contact so they can be easily viewed.

In order to edit this record, select . This icon will only appear if you have edit rights to this record. You are then able to edit all details. Don’t forget to click Save when you are finished!

If you wish to change your main contact, click the star next to the contact you wish to be your main contact , click it and it will turn to  and move to the top of the contacts list, indicating that this is now the main contact.

Updated on June 19, 2018

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