| Question / Issue |
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| How do I edit an existing contact? |
| Answer / Solution |
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- Login to AgencyBuzz.
- Click on Contacts on the left hand navigation column. A list of contacts will be displayed.
- You can drill down on specific types of customers by line of business or status by selecting the appropriate drill down category.
- 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.
- Once you locate the contact that you would like to edit select the record.
- 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.
- When you have opened the desired contact, update the information as need.
- 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.
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KB ID # 733
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