Adding & Editing a Contact

To Add a Contact:

• Click on the Contact tab within a member profile this will display the Contact grid.
• Click on the Add Contact button displayed in the top right-hand corner of the content window.

You can also configure Contacts to notify the Member that the contact has been recorded and allocate the Contact History record a unique reference. 

To Edit a Contact

(as long as it is not Complete denoted with )

• Click on the Contact tab within a member profile this will display the Contact grid.
• Click on the contact record to display the contact details in View mode.
• Click on the Edit This Contact button to update the record’s details.
• Click on the Save button to save the changes.

 Note: You cannot edit a system-generated Contact entry or a Completed contact denoted with 

An Open contact history record (usually one with a Task) is denoted with a

To Delete a Contact:

• Click on the Contact tab within a member profile this will display the Contact grid.
• Click on the Delete hyperlink corresponding to the contact entry you wish to delete. The hyperlink is displayed at the end of each row in the Contact grid.