Purpose

Procedures

Anchor Point: Person Information tab on Person Record

1. Select Edit button from right hand page, a modal opens
2. Edit whatever fields are required and select Save
   
   
   
   
3. Under Person Information tab there are many fields in the menu that can be added or edited
4. Select the required menu item and a modal opens
5. Enter the required information and select Save
6. To edit the information under each menu item, select edit from the line action menu
   
   
   

Related Information

User Guide:


Procedure:

• Needs Identification
• Registration
• 2.2 Address Change
• 3.0 Information that Belongs in a Contact Log