Edit a Person Contact

The CONTACTS tab of the PERSON TAB VIEW is where various phone numbers and email addresses related to a Person record are stored. The following steps demonstrate how to edit an existing Contact on a Person record.

Before you start:

  • Only the user (or proxy thereof) who originally added the Contact, their LDA, or a Clerk can edit a Contact.

 

    1. A Person Search is initiated from the MAIN MENU or a process.

    2. The PERSON SEARCH RESULTS screen displays with the returns from the search. Select the radio button of the Person record to be edited, and then click the Edit button.

    3. The Person record will display. Click the Next arrow

    4. Additional tabs related to the Person record will display. The CONTACTS tab will display by default. Select the radio button of the Contact to be edited, then click the Edit Contact button.

    5. The EDIT contacts screen displays. Here are the available fields:

Perform the edits to the Contact, then click the Edit button.
 

* * * * * * *
 

The CONTACTS tab of the Person record displays with the Contact edited.

 

For a listing of associated rules for this topic, click here.

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