Child pages
  • How to Edit a Person




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Objectives

  • Correct/Revise/Update data related to an existing Person
  • Capture and manage a person's details

Steps

Once you add your first Person it will be accessible from the Persons grid in the Persons module within the Contacts in the main menu.

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 You can edit information regarding the Persons’ Person’s job details, address, personal information, and privacy.

There is also a custom field section, in which we can add additional fields if needed. These fields can be of type text, date, or even a dropdown list of values.

At the end, we have a text box for any comments.

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