Editing CRM Entries

If your access level in Names is 5 or greater, you are able to edit and/or delete CRM entries from the Contact History window.  

Editing CRM Entries

To edit a CRM entry:

  1. Open the individual's record.
  2. Select the Comments/History tab if a Name record. Select the Other tab if a Faculty record.
  3. Click into the CRM field you want to edit and make your changes (Contact type, Subject, etc.).

  1. Click the Save button to save the changes.

Deleting CRM Entries

To delete a CRM entry:

  1. Click in the field to the left of the record you want to delete.  The field color will change from white to black.  

  1. Press Ctrl + End to save your changes and close the window.  

 

The record is now marked for deletion and will be removed from the system when you run the Pack/Reindex routine.

 

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