Overview

This article explains how to quickly make changes to a contact's details from within a staff record. 

To update a contact's details from All Contacts, see MIS: How do I edit / update a contact's details?

Instructions

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

1. Select Pupils.
2. Select All Pupils.
3. Find the member of staff whose contact details you want to edit (use the search bar or filters to speed up this process as appropriate):
   
4. Select the staff member's name to open their record:
   
5. From the staff record, select the Contacts tab:
   
6. From the Contacts tab, select the ellipsis next to the contact whose details you want to change:
   

7. Select Edit from the menu:
   

   If you would prefer to view the whole contact record and edit through that view, select Edit Full Contact (see MIS: How do I edit / update a contact's details? for further information)

8. Edit the contact's details, making any changes as needed:

   

9. Select Save. 

Outcome

The changes are made to the contact, and you are returned to the Contacts page:

Related information

• MIS: How do I edit / update a contact's details?
• MIS: How do I change the relationship between a contact and one or more staff members?
• MIS: How do I view notes recorded about a contact?

Updated 26 March 2026 15:23