Overview
This article explains how to edit / update an existing contact's details from All Contacts.
To update a contact's details from a pupil's record, see MIS: How do I edit / update a contact's details from a pupil record?
Instructions
Follow these steps to edit / update a contact's details:
- Select Contacts.
- Select All Contacts.
- Locate the contact that you want to update, using the search tool and filters, as necessary.
- Select Contact Name to open the contact record.
- Select the tab that you want to view and edit:
- Select Basic Details for the contact's general details.
- Select Relationship to work with the various relationships the contact may have, for example, if they are the parent of more than one child. For further information about managing relationships between pupils and contacts, see MIS: How do I change the relationship between a pupil and a contact?
- Select Notes to edit notes. For further information about editing notes, see MIS: How do I add / edit a note about a parent (or other contact)?
- In the case of the Basic Details and Relationship tabs, select Edit.
- Make any changes, completing any mandatory information.
- Select Save.
Outcome
A message is displayed indicating that the contact's record has been updated with the changes that you have made. The changes are saved:
Related information
Updated