Editing a Contact

There will be times when an administrator needs to modify information about a contact. This can be updating a phone number, PICs, or User ID panel code position.

 To edit a contact's phone number, click Sites from the Navigation bar, and select the Contacts tab (if applicable).




The contact list associated with the selected site level appears in the Contacts panel.

In this example, the selected contact row is Barbara Speth:

1. Click inside the contact row of the person that needs to be updated. The selected row is highlighted.

 Warning: The icon deletes the contact row.  

2. Determine the contact information that needs to be changed.

Phone number  

2. 1. Sort the order of the phone number to be called first in the Order field.

   2. Modify the phone number and extension in the Phone Number and Extension fields.

   3. Select the desired phone type for the associated phone number in the Phone Type field.

   4. Optional. Enter any comments that would be helpful to the Customer Monitoring Center in the Comments field.

PIC  

2. 1. Update the PIC in the PIC field. Additional PICs can be created for the account.

User ID  

2. 1. Modify the name in the Name field. The User ID position number can not be changed in DataSource.

3. When finished, click Submit Changes.

The Your changes have been applied successfully message appears.