Editing contacts

Edit a contact's information from the Contacts page.

To go to the Contacts page:

  1. In the inspections list pane, select Inspections to work with inspections, or select Cases to work with cases.

  2. In your inspections list or cases list, select the record you want to work with.
  3. Select Contacts.

To update a contact's information:

  1. Select open for edit.
  2. Select EDIT.

  3. You cannot change Name or Contact Role, but you can change the other details. Select the field you want to change and then add or change the information.

  4. To add or change additional information, select Additional Information. Enter or change the text. Select SAVE.If you do not want to save your changes, select back arrow or close.
  5. Select SAVE.