Contact Details

When you select View Contact Details, this screen is displayed.  The contact details can be viewed or changed.

The first part of this screen shows the name of the contact that was selected.  On the right is the Edit option.

To view more information about this contact, click the right arrow next to the name.  This will display a screen with this person’s information.  This is a view only screen.  To close this screen, click the down arrow next to the contact name.

To change any of this information, click Edit.  The Edit Contact Details screen is displayed.  This option invokes the same screen that you used to create a new contact.

The second part of this screen shows the Related Clients.  Clients that are associated with this contact are listed in alphabetical order.  To edit or view a Client, select View Client Details.  This opens the Client Details screen.