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    Editing a Person
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    Editing a Person

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    Article Summary

    Editing a Person

    Occasionally details recorded for a person need to be changed or updated. Here's how to make those changes:

    1. Select the person that needs to be edited. Click the Edit button on the person's panel.

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    1. Make the necessary changes to the person's details.

    2. Select Save when finished.

    Editing the Main Profile Page

    When you click the Edit button from the Main Profile page of a person, you are able to update the Name fields and contact information, as well as the Person Custom fields under the Personal info section of the profile.

    The list of fields is displayed on the Right Hand Side of the page as shown below. And you can also update the Private/Visible settings for certain fields such as the Name fields and Contact details.
    Edit Person 1.png

    For more information about privacy, see Private and Visible Settings

    For information on updating Addresses and Household/Organisation names see Adding or Changing an Address and Editing a Household Name

    Editing Fields on a Profile Tab

    If you have information fields stored under a separate tab on a profile, such as the Information Tab, first open that tab and then click the Edit button.
    Edit Person 2.png

    For more information about Custom Fields and Profile Tabs see the following:

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