Editing Contacts

Creating New Contacts | Searching Contacts | Editing Contacts | Deleting Contacts

This section includes Select Contacts, #Edit a Single Contact, #Edit Multiple Contacts. See also Find and Merge Duplicate Contacts.

Select Contacts

Perform a Search. SELECT the contact or contacts you wish to VIEW or EDIT using the checkboxes in the left side column. Click the checkbox in the grey header row to SELECT ALL of your SEARCH results.

Edit a Single Contact

Perform a Search. Your results are returned in the form of a list of contacts. To the right of each contact are options to VIEW or EDIT the record.

Click VIEW to look at the contact record.

The parts of a record you are able to VIEW and EDIT will depend on the ROLE and PERMISSIONS assigned by your Administrator.

Click EDIT to modify the record. Go to the field or fields you wish to change and complete the edits to the information. Be sure to click SAVE when complete.

Edit Multiple Contacts

Perform a Search. Your results are returned in the form of a list of contacts. You can view the basic information for the multiple found records in the list.

You can EDIT up to 100 Contacts at one time using the Batch Update via Profile function.

The Batch Update via Profile function requires you to first create a PROFILE to use for your batch updates. See Profiles Admin for more information.

From the SEARCH results, go to the pull-down menu next to the Print button labeled -more actions- .

Select Batch Update via Profile from the list.

Batch update requires that all selected contacts be the same type (e.g. all Individuals OR all Organizations...). If there are different types of contacts listed, you will see the message: "Batch update requires that all selected contacts be the same type (e.g. all Individuals OR all Organizations...). Please modify your selected contacts and try again."

You will go to the Batch Profile Update screen.

From the drop-down list, choose the PROFILE name, click Continue.

You will go to the Batch Update screen. Depending on the profile you selected, you will see the fields indicated by the profile.

Update field values for each contact as needed.

To set a field to the same value for ALL rows, enter that value for the first contact and then click the Copy icon (the image of two documents that is next to each column title). The value will automatically be copied into all the records displayed.

Click Update Contacts to save all your changes or Cancel to cancel the changes.

If successful you will get the message:

Your Individual contact record has been saved.