Gen 2

Contacts

Gen 3

Contacts

Edit contact information

The Information screen contains contact information, background information, system tags, reminders, and role information about a contact. The fields you see will vary some between individual and organization contacts. You can use these workflows to edit contact information for the following fields:

  • Name
  • Address
  • Phone
  • Aliases
  • Email
  • DBA
  • Website
  • Gender
  • FEIN/Tax ID
  • Position
  • Contacts in this Organization
  • Company
  • Related To
  • Agency Administrators

Edit contact information

Use these steps to edit the following fields:

  • Name
  • DBA
  • Website
  • FEIN/Tax ID Number
  • Position
  • Company

To edit this contact information, open the desired contact and:

  1. Select Edit next to the field you want to change.
  2. In the box, add or edit text.

    Note: When editing the Company field, if you enter a name that doesn’t already exist in BriteCore, the New Contact dialog box will open. See Complete the New Contact dialog box for an individual or Complete the New Contact dialog box for an organization.

  3. Press Enter/Return on your keyboard to save the changes.

Edit contact information in a dialog box

Use these steps to edit the following fields:

  • Address
  • Phone
  • Aliases
  • Email
  • Contacts in this Organization
  • Related To
  • Agency Administrators

To edit this contact information, open the desired contact and:

  1. Select Edit next to the field you want to change.
  2. Edit the information you want to change. If you are adding additional information, continue to step 3. If you are only editing existing information, move to step 4.
  3. Select + Add Another to add additional information. See the associated workflow(s) for more information on how to add additional information.
  4. When you’re finished editing information, select Done. If you select the X, you will return to the Information screen without saving the changes you made.

Edit contact information in a dropdown list

Use these steps to edit Gender. To edit Gender for a contact, open the desired contact and:

  1. Select Edit below Gender. The dropdown will appear.
  2. Select the dropdown to open the dropdown list. Select an option from the Gender dropdown list. You will automatically return to the Information screen.