Editing a contact’s details is simple in ARTERNAL. Follow these steps to update or add new information to a contact’s profile:
Step 1: Access the Contacts Tab
In the Contacts tab, select the contact you wish to edit.
Step 2: Open the Edit Page
In the contact profile, click the Edit icon.
Step 3: Edit Contact Details
On the Edit Contact page, make any necessary updates, then select Done.
Sections to Edit:
Basic Information:
Enter the contact's name, job title, and other basic details.
2. Contact Type, Tags, and Roles:
Choose the contact type (e.g., individual, company, joint account, trust, or foundation). You can also add tags and roles to further categorize the contact.
3. Contact Info and Address:
Add or edit emails, phone numbers, and addresses. To add multiple entries, click the blue plus button.
4. Relationships:
Document any relationships between this contact and others in your account. This makes it easy to include associated contacts when sending smart mail.
5. Additional Information:
Enter any other relevant details as needed.
Step 4: Finalize Changes
After making all necessary edits, scroll back to the top and click Done to save.
Frequently Asked Questions (FAQ):
Q: How do I edit a contact’s details in ARTERNAL?
A: Go to the Contacts tab, select the contact, click the Edit icon, update the information, and click Done to save your changes.
Q: Can I add multiple email addresses or phone numbers for a contact?
A: Yes, you can add multiple entries by clicking the blue plus button in the Contact Info and Address section.
Q: How do I document relationships between contacts?
A: In the Relationships section, you can link the contact to other contacts in your account for easy reference.