Edit Name & Address Link

Modules>CRM> Find, Query, or Add Individual>Individual Profile>Edit Profile Menu Bar

Click the Edit Name & Address button to update the individual's name and address information.

Edit Name & Address Form

In the Edit Name & Address form 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.

  

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.