Edit Primary Contact
To open the Edit Primary Contact screen, tap the sub-menu
icon to the right of the contact's name, then tap Edit.
The Edit Primary Contact window displays the selected contact information and allows you to perform the following:
| Action | Steps |
|---|---|
| To update the contact's information | Enter the required information, then tap Update Contact. |
| To return to the Customer Detail screen without editing the contact's information | Tap the Back icon. |
The fields on the Edit Primary Contact screen are:
| Field | Description |
|---|---|
| Title | The title (Mr, Mrs, Dr, etc.) that applies to the selected contact(if applicable.) |
| First Name | The contact's first name. |
| Middle Initials | The initial letter of the middle name(s) of the contact. |
| Last Name | The contact's last name. |
| Birth Date | The contact's birth date. |
| Job Title | The contact's job title. |
| Spouse Name | The name of the contact's spouse or significant other. |
| Business/Home Information | |
| Field | Description |
| Address | The contact's business/home address. |
| Postal Code | The postal code of the contact's business/home address. |
| Phone Number | The contact's business/home phone number. |
| Extension | The contact's business/home phone number extension. |
| Cell Number | The contact's business/personal cell phone number. |
| Cell Carrier | The contact's business/personal cell phone service provider. |
| Fax Number | The contact's business/home fax number. |
| Extension | The contact's business/home fax number extension. |
| The contact's business/personal email address. | |