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Contact information is located to the right side of the bio information on the individuals household page.
A.
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B. Add a new field button
C. Edit or Delete options
Step-By-Step Guide:
A. Click the "+" button next to the area you wish to add new contact info to
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D. Edit or Delete by selecting a link from this menu.
Step-By-Step Guide:
- Click on the
(A) or the Add One link (B) to add a new contact record - A popup will appear, allowing you to choose the category and fill out the object information
- Save
- If adding more than one piece of information in a section, choose the primary option by clicking the star (C)
- To Edit or Delete the record, select that link and make your changes, save.