Editing, Copying or Removing Contacts

1. Edit Contact

Upon clicking on the contact’s name, an edit page of the contact’s data is displayed. Make the changes in the contact record where appropriate. When you are finished, click save to keep the changes made or cancel if you do not want the changes kept.

2. Remove Contact

To remove the contact from the database, click delete and confirm with ‘Yes’. Be very careful when taking this action. Deleting a contact here removes the contact from the database permanently. If you wish to remove the contact’s relationship with a location or project, please do so in the location or project components.

*NOTE: If the contact is no longer with an organization, it is best to mark the record ‘inactive’ in order 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.

3. Copy Contact

When entering contacts from the same organization or with same addresses, use the duplicate function for quick data entry.