2. Edit Address Records |
To edit an existing record in the Address Book.
-
From the Home Page, click Address Book on the Share360 menu.
The Address Book window appears.
-
Select an existing record to edit by clicking on it.
You can access records in three ways:
1. By Name/By Company/Personal tabs: Click tabs to select viewing option. You can search for a record as follows:
- Last Name (By Name Tab) - These are company-wide records.
- Company Name (By Company Tab) - These are company-wide records.
- Personal List (Personal Tab) - These are records only viewable by the individual user.
Note: The records in the Personal Tab are stored separately from the By Name/By Company records; therefore, a Personal record will not show up in the Public (By Name/By Company) records.
2. Group: Select a group from the drop-down menu (in By Name/By Company tabs only).
3. Search: Enter a name.
-
From the Record Detail window, click Edit.
-
Change data as desired.
-
When done, click Save.