To update the information of a Person at a Client/Associate or Other Side contact:

  1. Go to the Address Book
  2. Search for the Person and click on the name

There are two parts to the contact information about a Person that can be updated:


Section

Description

To Update

Personal Details

This stores the internal, personal information about the person. Displayed on the left of the screen.

 

  • Type in the fields (See Person Details).
  • Click ‘Update’ to save the changes .

OR 

  • Click ‘Cancel’ to go back without saving the changes.

Contact Details

This stores their contact information to use when generating letters and emails. Displayed on the right of the screen.

 

Note: If a Person has been linked to more than one Location, they will have separate contact information for each Location.

 

­­

  • Click ‘Edit’ on the left of the Location name.
  • Type in the fields (See Person Contact Details).
  • Click ‘Update’ to save the changes .

OR 

  • Click ‘Cancel’ to go back without saving the changes.

 

Note: If using Correspondence Management, the system will indicate if the Person has been enabled for correspondence by displaying ‘Correspondence entries are present’.

 

Click ‘View Entries’ on the right to see how the Person is configured as a Correspondence contact.

 

Note: If the Person requires a global update to their information (e.g. their name has changed), you would need to update the Personal Details and Contact Details at each location separately.

If the Person is linked to an Applicant record, the information would also need to be updated here.