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.
Email The contact's business/personal email address.