KB ID # 733
Last Update : 2012/12/21
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Question / Issue
How do I edit an existing contact?

Answer / Solution
  1. Login to AgencyBuzz.
  2. Click on Contacts on the left hand navigation column.  A list of contacts will be displayed.
  3. You can drill down on specific types of customers by line of business or status by selecting the appropriate drill down category.
  4. To search for a customer using the built in search feature type in either the contacts first name, last name or e-mail address into the search box.
  5. Once you locate the contact that you would like to edit select the record.
  6. On the toolbar contact options are displayed.  These options include Edit, Delete, Add Note, Opt-Out, and Send E-Mail icons.
    • Edit – Allows you to edit the contact. Alternatively you can edit a contact by double clicking on that contact.
    • Delete – Allows you to delete the contact.
    • Add Note – Allows you to quickly add a note to this contact.
    • Opt-Out – Allows you to opt the customer out of mailings should you desire.
    • Send E-Mail – Allows you to send the contact an email from your local mail client such as Outlook.
  7. When you have opened the desired contact, update the information as need.
  8. Once finished, click the Save button in Actions section of the toolbar.  Alternatively you can click the Save & Close button to return to the main screen.

Related KBs
How do I create a contact in AgencyBuzz?

Direct Link to This KB
http://support.insurancewebsitebuilder.com/support/iwb/?f=733
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