To edit a support team member, fill out all the details, then navigate to the bottom of the Edit Support Person screen and click ‘Update’ to save your changes. If you do not want to save your changes, click ‘Cancel’ to go back to the previous screen.
Edit Screen #
On the Edit Support Person screen, you will be able to update the following information:
Name: The first and last name of the team member
Title / Position: The title or the position of the support person
Location Address: The full address of the team member’s main office
Primary Phone: The primary phone number and the type of number such as Mobile, Work, Office, Work Fax or Custom. This number is used for quick calls when you click on the ‘Call’ phone icon.
Secondary Phone: The secondary phone number and the type of number
Primary Email: The primary email address of the team member
Secondary Email: The secondary email address of the team member
Notes: See Private Notes for more information
