MRSweb - Lesson 3.4 - Edit Contact

Lesson 3

Chapter 4- Edit Contact 

Here's how to edit a current company or individual:

i - As in the MRSware desktop client there is more than 1 way to edit a contact
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​​Desktop options

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​Option 1:
1 - Click or tap on a current company to open a Review Contact form
2 - The Review Contact form opens
​3 - Click or tap "Edit"

​4 - Change or add information to the form
(we added a Business Email address in the screenshot example to the right)
5 - Click or tap "Save"






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Option 2:
1 - Click or tap the 3 dots icon to the right of a current company
2 - Click or tap "Select" to open a Review Contact form
​(see screenshot to the right)
3 - The Review Contact form opens
4 - Click or tap "Edit"
5 - Change or add information to the form
​6 - Click or tap "Save"







​

 

Option 3:
1- Click or tap on the company to edit
2 - Click or tap the 3 dots icon on the Menu bar, to the right of your Initial
(see screenshot on the top right)
3 - Click or tap on "Select" from the Slidebar menu to open a Review Contact form
(see screenshot on the bottom right)
4 - The Review Contact form opens
5 - Click or tap "Edit"
6 - Change or add information to the form
​7 - Click or tap "Save"




​

Mobile options:
​

Option 1:
​1 - Tap on a current company
2 - The Review Contact form opens
3 - Tap on the pencil icon (Edit) on the Menu bar (see the screenshot below, bottom left)
4 - Change or add information to the form (we added a Company Phone number in the screenshot example below, bottom right)
5 - Tap the checkmark (Save) on the Menu bar ​(see the screenshot below, bottom right)

 
Option 2:
1 - Tap on a current company
2 - Tap on the 3 dots to the right of a current company name
3 - Tap on "Select" from the Slidebar from the bottom of the screen (screenshot to the right) to open a Review Contact form
​4 - The Review Contact Form opens
​5 - Tap on the pencil icon (Edit) on the Menu bar 
4 - Change or add information to the form 
5 - Tap the checkmark (Save) on the Menu bar 


i  To get back to the main contact listing, without making any changes, tap on "Principal" at the bottom of the slidebar (see screenshot far right)
or tap on a blank space on the screen.