Child pages
  • How to Edit a Person




Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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

Steps

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

Click on the Contact Person name or Contact Person ID to open its page and edit or capture more information.

Image RemovedImage Added

 Here you will find the general information about the contact person that was entered on the Add Contact ScreenNew Person window

 You can edit information regarding the Contacts’ Persons’ job details, address, and 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.

Image RemovedImage Added

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

...