Edit a Contact

It is highly likely you will encounter situations where you need to update contact information for contacts that are already in the knowledge base.

Before you start

This procedure assumes a contacts report displays on the content pane. See Search for a Report from the Reports Explorer.

Depending on the permissions set in your profile, you can edit a contact record whenever you need to add or change customer information. You can also copy, print, and delete contacts and set a contact role.

Here's what to do

1. Right-click the contact and select Open > Contact.
   The contact record opens.
2. Make the necessary changes to any field on any tab.
3. Click Save.