Viewing and Editing a Profile

1. From the Navigation Bar, select Client Relations, select Profiles, and then select Manage Profiles. To view or edit a suspended profile, select Manage Suspended Profiles rather than Manage Profiles.

2. Search for and select the profile, or click I Want To... to view and select from a list of recently viewed profiles.

   Note:

   You can click the Views icon to change the display to Table, List, or Card view.

3. At the Profile Overview panel, click the “+” icon at the row level to expand the view.

4. Select the Profile Details section to view information.

5. Click Edit or press CTRL+E to add or edit details.

6. Click Save when finished.

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