Editing Contact Information

Editing Contact Information

  1. Open the Record you need to edit
  2. Navigate to Details > Contact Information.
    • To edit a single entry, navigate to its section, hover over the entry, and click EDIT.
    • To open all entries in all four contact info sections for editing at once, click EDIT ALL.
  3. Make any necessary changes to the information.
  4. Save your changes. If you are editing a single entry click . If you are mass editing, click SAVE at the bottom of the page.
CAUTION: Activating EDIT ALL may trigger empty required fields in other sections. If you are unable to save, check all sections for any blank required fields.
    • Related Articles

    • Primary Contact Info Report

      AdvisorEngine CRM is designed to allow each Record, Person 1, or Person 2 to have their own entries of each kind of contact info (phone, email, or address). For each kind of Contact Info that a point of contact (Record, Person 1, or Person 2) has, ...
    • Editing Actions

      To edit the contents of an Action or make changes to its status, you must first open the Action in the Action Summary view. From there, click Edit to switch the Action Card into edit mode. Only one Action Card may be in edit mode at a time. Standard ...
    • Contact Info Overview

      Contact information in AdvisorEnigne CRM is stored in a unique system that allows for great flexibility in communicating with and storing information for your clients. Taking the time to become familiar with the overall structure will increase ...
    • Profile Information Overview

      The Details > Profile Information section of a Record provides access to all the base-level Record and Person fields. While any of these fields can be configured to appear on the Record and Person summary cards, this section will always give you ...
    • Constant Contact: Getting Started

      AdvisorEngine CRM’s integration with Constant Contact allows you to keep your contact information consistent and synced from AE CRM to Constant Contact. You will be able to maintain your contact information in your CRM and jump over to Constant ...