Editing, Removing, or Copying Contacts

To edit or remove a contact from your Reel-Scout™ RS Studio (“RS Studio”) database, begin by locating the contact you want to edit. See Browsing Contacts and Looking Up a Specific Contact for more information.

1. Contact Edit

Contact information can be edited one of two ways:: Using the Edit (pencil) icon on the Browse Contacts page or using the pencil icon in the upper right-hand corner of the Contact Details page.

a. From the Browse Contacts Page

The fastest method is to click the pencil icon next to the contact’s name on the Browse Contacts page.

Clicking the pencil icon will open the Contact Edit page. You can now change the contact’s information as required. Click the Save when you are finished. For more information on the fields that you can edit, see Adding a New Contact.

b. From the Contact Details Page

If you are viewing the contact on the Contact Details page, select the Edit (pencil) Icon on the toolbar in the upper-right hand corner of your screen. Clicking the Edit icon will open the Contact Edit page.

Click Save when you are finished. For more information on the fields that you can edit, see Adding a New Contact.

2. Remove Contact

*NOTE: If the contact is no longer with an organization, it is best to mark the record ‘inactive’ to allow the contact history to be retained in the system. When an individual contact is deleted from the system, all history and correspondence notes will be removed as well.

To remove a contact from the database, begin by click on the contact’s name on the Browse Contacts page. On the Contact Details page, select the Delete (trashcan) icon from the toolbar in the upper-right hand corner.

RS Studio will ask you to confirm that you want to delete the contact. Select Delete to remove the contact you have selected permanently. Click Cancel to reject the change.

3. Copying Contacts

If you have multiple contacts that have similar information (such as company name or phone number), it is easier to make a duplicate contact than it is to create a new contact altogether. To copy a contact, begin by clicking on the contact’s name on Browse Contacts page. Then, click the duplicate symbol on the toolbar in the upper right-hand portion of your screen.

Copying your contact will add a new contact of the same name to your Browse Contacts page with the words “Copy of” in front of it. You can use click the Edit (pencil) icon to open the Edit Contact page. From here, you can adjust the required fields.

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