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How do I edit a person record?
How do I edit a person record?

Makes changes to a person record

Adam Steiber avatar
Written by Adam Steiber
Updated over a week ago

Tap the People tab. In the left hand side of the screen change the drop down to either All or if the role is known select the appropriate role.

Enter the person/firm's name in the search field then scroll down until the name is found. Click on the name. The person/firm Overview will be displayed.

Select Person Details

Make the appropriate changes to the details then select Save at the bottom of the screen.


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