How to Change a Person's Information: Name, DOB etc:
- From the People table, edit the person’s record (either double click on them, select them and click the “edit” action button, or right click on the person and choose edit).
- In the person record click on the blue header titled "Edit This Record (Click Here)[+]”.
- Now you will see all the fields that you can edit (Name, DOB etc.).
- Once you’ve made your changes, click one of the green “Save” action buttons to ensure your edits are saved.
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Editing an Address
- From the People table, edit the person’s record whose address you want to edit.
- The General related tab will be open by default. Open the Addresses subtab.
- Edit the address.
- Click one of the green Save buttons to save your changes.
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Editing a Phone Number
- From the People table, edit the person’s record whose phone number you want to edit.
- The General related tab will be open by default. Open the Phone Numbers subtab.
- Edit the phone number.
- Click one of the green Save buttons to save your changes.
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Editing an Email Address
- From the People table, edit the person’s record whose email address you want to edit.
- The General related tab will be open by default. Open the Email Addresses subtab.
- Edit the email address.
- Click one of the green Save buttons to save your changes.
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