Can_I_update_a_master_contact_record_

Can I update a master contact record?

If the Related Contact displays the wrong contact information, you can edit the contact's information by launching the original record from the Master Records > Contacts form.

Changing a master contact record

1. Open Caselle Connect System Management > Master Records > Setup/Modify Contacts.

2. If you know the contact's name, type it into the Contact field on the Lookup bar. You can also Search (F9) this field.

3. Click the Related Contacts tab.

4. Select a contact record from the Related Contacts List. The selected record is highlighted.

5. Click Modify the Selected Contact.

It's located on the Related Contacts toolbar in the middle of the screen.

6. The application that contains the selected record displays the record that you selected.

Now, you can update the contact's properties to match the information in the Master Contact file.

The contact has been updated.

 

 

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