Modifying a Person

1. Select Setup > Contacts. The Contact Manager appears.

2. Select the person to modify.

3. From the File menu, select Properties. The Person Properties window appears.

   • Select the General tab to modify the person's name, associated vendor, and addresses.

   • Select the Contact Info tab to modify email addresses and phone numbers.

4. After making your selections, click OK.

See below for additional information on tab selections.

General tab

1. Modify the person's name by clicking the Full Name button. The Name window appears.

   1. Modify the appropriate fields.

   2. Click OK. The Name window closes.

2. If applicable, select a new vendor.

   • If the vendor does not exist, refer to Creating a Vendor.

3. Modify an address by selecting the appropriate address type (/Building/Physical/Service) from the drop-down menu, then clicking the Address button. The Address window appears. Input the requested contact address information in the fields provided.

• Repeat step 3 to modify other addresses. Click OK when done to save changes and exit the Address window. Then click OK again to close the Person Properties window.

Contact Info tab

1. Modify an email address by selecting the email type (Alternate/Business/Home), then pressing the Tab key to highlight the existing e-mail. Use the computer keyboard to input the updated address.

2. Modify a phone number by clicking the Plus button for the desired Phone type (the Phone window will open) and then using the computer keyboard to delete obsolete information and replace it with current information. Then cick OK to save changes and close the Phone window. Then click OK again to close the Person Properties window.