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. |