From the View Contact Screen, click on the Personal Identification Bar
Topic Overview
Because smaller screens don't lend themselves to high numbers of fields, some of the fields, such as Additional Name Types, Employer Name, and Risk Tolerance are in their own expansion sections.
Editing Personal Information
Click on the icon to edit the Personal Information Fields
You must have security rights granted to you to be able to edit certain personal information fields.
See Also
When filling in a new contact, these sections will open automatically.. |