1. Edit Contact
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 Edit Contact 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 Edit Contact 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
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.
RS10 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.
If you experience any problems or errors, please fill out this form. We will get back to you shortly.