Overview

This article explains how to edit, delete or add additional relationships between a contact and one or more staff members. You can do this from All Contacts.

Instructions

Follow these steps to edit / update a contact's details:

1. Locate the contact whose relationships you want to manage. See MIS: How do I view a list of all contacts? to manage contact details from All Contacts.
2. After loading the contact's details, select the Relationship tab:
   
3. From the Relationship tab, select Edit.
4. Any existing relationships will be listed. You can edit or delete existing relationships, or add new relationships to the contact from the page:
   
   1. To edit a relationship, modify the Relation Type from the list and check Emergency Contact as required.
   2. To delete a relationship, select Delete. The relationship will be deleted.
   3. To add a new relationship, select Add and then complete the relationship details.

5. Select Save. 

   If you have deleted a contact in error, select Cancel - your changes won't be saved.

Outcome

After you have selected Save, a message is displayed indicating that the contact's record has been updated with the changes that you have made. The changes are saved:

Select Back to return to the previous window.

Related information

• MIS: How do I view a staff member's contacts?
• MIS: How do I view a list of all contacts?

Updated 06 March 2026 13:07