Edit a contact to update or correct one or more of its properties, such as identification, active/inactive status, or contact information.
Note: If you change a contact's type to the Employee or Manufacturer/Supplier type, you must select the contact's employee type or manufacturer supplier type (respectively). Therefore, it is recommended that you ensure the desired type exists before you change a contact to an Employee or Manufacturer/Supplier. For details, see:
● Administration: Employee Types
● Administration: Manufacturer/Supplier Types
To edit a contact:
Starting at the administrative Contacts page (How do I get there?), do the following:
1. In the menu on the left, under DATA, click the type of the contact you want to edit: Contacts, Contractors, Mfrs/Suppliers, or Employees.
The display shows all available contacts of the selected type.
2. In the Action column, click the edit (
) icon of the contact you want to edit. (To local site users, this icon does not appear for Corporate contacts; these can be edited by Corporate users only.)
The contact's current properties are displayed in menus and fields.
3. Make all desired changes to the contact's properties. If you change the Contact Type, note the additional selections required if you change this property to either of the following types:
● Employee: In the Employee Type menu that appears, also select the employee's type.
● Mfr/Supplier: In the Mfr/Supplier Type menu that appears, select the manufacturer/supplier's type. In the Mfr/Supplier field, enter the name of the manufacturer/supplier represented by this contact; you can type a company name or click the ellipsis (...) button to select one from your system's manufacturer list.
Note: If you manually enter a manufacturer name in the Mfr/Supplier field, this name is automatically added to your system's manufacturer list; see Administration: Manufacturers for details on viewing and managing this list.
4. When all desired changes are entered, click Save in the lower right.
Your changes to the contact are saved. You are returned to the administrative Contacts page.
