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Editing an Existing Individual

Article ID: 721
Last updated: 07 Mar, 2010

How to view or edit an existing Individual

 

  1. Click on the Add/Search menu.  

  2. On the Individual Search screen, enter in the name of the individual you would like to find in the database. (If you are unsure of the spelling of the individual’s name, make sure that the Fuzzy Logic box is checked.  This feature broadens the search so that the database can find alternate entries that are similar to what you entered.  We recommend leaving this box checked.)

  3.  Click the Search button.  You will move on to the Search Results Individual screen.  If any existing records matched the data you entered, those contacts will be listed.

  4. If you find the person you were trying to enter, click the Use button next to their entry. 

  5. To modify the individual’s name or basic identification information, simply edit the data that appears in each field, or fill in the empty fields, and click the Save Changes button before you leave this screen.

 

 

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Article ID: 721
Last updated: 07 Mar, 2010
Revision: 1
Views: 378
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