How to Edit a Contact

Prerequisites

Ensure that you have logged onto strokeone, and that you can see and access the client button in strokeone home banner.

From the home banner, click the Clients and then Contacts buttons.
The Contacts List layout appears in find mode.
Either press [Enter] to return all contact records, or enter some criteria and search for specific contact records
Locate the contact that you wish to edit.
Click to select /activate the contact identified in step 3)
Make your required edits. Use the following outline of the fields as a guide to what can be edited.

Field	Instructions
Title	A drop-down list field to denote the contact's title.
First Name	A free form text field detailing the contact's Fore name(s)
Last Name	As above but for Surname
Company	The Company to whom the Contact is associated
Email	The primary email address for the contact
Accounts Email	The email address for the accounts contact at the Company

Note Should you need to edit any contact field that is not shown on this list view layout, you will need to drill down to see the detail contact record.