Edit Name & Address Button

Modules>CRM> Find, Query, or Add Individual>Individual Profile>edit name & address button

Click the edit name & address button to update the individual's name and address information.

The edit name and address button on the Individual Profile

Edit Name & Address Button

In the Edit Name & Address window you can select or edit:

  • Individual Type or Source Code.

  • Change the prefix, first, middle, and last name, suffix, nickname, designation, and title of the individual.

  • Edit an Address (except for a Linked Address) and put an address on hold for a period of time. You can also indicate whether an address is seasonal.

Edit Individual Name & Address form

Note: You can also edit and add addresses to the Individual Profile from the addresses child form, under the Contact Info tab. For additional information on adding and editing information in a child form, see the help topic Child Form.