Update Contact Information
Barrett Hansen
7 steps
26 seconds
Currentsoftware
1
From the Accounts page, select a specific account.
2
Click "Contact Information"
3
Click the pencil icon on the right to edit the contact record.
4
In this example, we see both first and last name in the last name field. So we can correct the contact name by moving "Michelle" into the "First Name" field
5
Continued from above.
6
Click "Save" to record the changes.
7
Note how the activity log tracks your change for future reference.
Update Contact Information
Barrett Hansen
7 steps
26 seconds
Currentsoftware
1
From the Accounts page, select a specific account.
2
Click "Contact Information"
3
Click the pencil icon on the right to edit the contact record.
4
In this example, we see both first and last name in the last name field. So we can correct the contact name by moving "Michelle" into the "First Name" field
5
Continued from above.
6
Click "Save" to record the changes.
7
Note how the activity log tracks your change for future reference.
