Edit Contact Information for a Person
Contact cards provide fast access to contact information that you can view or edit without having to open a full person record. On the contact card, you can access the current address, primary and secondary email addresses, phone numbers, and preferred method of contact. You can also add a contact note to a person’s contact log. The steps for editing contact information differ depending on whether you want to make edits on a contact card or open and edit the full person record.
To edit contact information on a contact card
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Open a browser and log on to Unite.
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On the main menu, click PEOPLE.
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Find the person record you want to edit.
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You can find person records by performing a search, opening a view on the Search Results tab, or checking the Recents grid. |
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In the Contact column, click .
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Click .
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Update contact information as needed.
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Click .
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Click to close the Contact Card window or click to open the full person record.
To edit contact information on a full person record
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Open a browser and log on to Unite.
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On the main menu, click PEOPLE.
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Find and open the person record.
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You can find person records by performing a search, opening a view on the Search Results tab, or checking the Recents grid. Each person name is a hyperlink to open the record. |
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Click .
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Click to expand the Contact Information section.
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Update contact information as needed.
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Click .
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Click to close the person record.