Editing contacts

After you add a contact, you can return to the Organization detail record, search for the contact and edit the contact record. For example, perhaps you want to send out birthday greetings to your contacts. You can update the Birthday field in the contact record.

To edit contacts:

1. Open the Organization record.
2. In the Action Center, expand Contacts.
3. Search for a contact by using the following search techniques:
4. Select a contact.
5. Apply your changes and click Save.