How to Edit a Contact Record

This article will show you how to update a contact’s personal information as an administrator.

Access the Contact Record

1. From the Member365 Administrator Dashboard, type the name or email of your contact in the search bar at the top of the page, click the contact when they appear in the results.


2. From the Contact Record, click ‘Edit Contact’ on the left side of the page.

Image indicating the 'Edit Contact' button on the left of a Contact Record.

3. From this screen, you can update your contact’s information. Editable fields include contact details such as First Name, Email Address, Birth Date, and more.

Image of the contact editing screen.

Be careful when editing the ‘Email Address’ fields. A contact’s primary email address is their unique identifier in the system: it cannot be shared by anyone else. If you need to update a contact’s email address, make sure that it does not already belong to someone else in the system. 

4. Make your desired changes, then click ‘Save’ at the bottom of the page.

Image indicating the 'Save' button at the bottom of the page.

Updating an Address

5. From the edit screen in Step 4, scroll to the bottom of the page. Locate the ‘Address Information’ sub-header.

Image showing the 'Address Information' section on the 'Edit Contact' page.

6. To delete an existing address, click the red icon in the ‘Delete’ column of its row. Click ‘OK’ on the pop-up menu that appears.

When deleting an address, the pop-up may look different depending on your browser. Regardless of appearance, click to confirm address deletion when prompted.

7. To add a new address, click the ‘+Add Address’ button. Enter the new address information into the pop-up box that appears, then click ‘Save’.

Image indicating the '+Add Address' button on the 'Edit Contact' page.

Image of the box to enter new address information. Click the 'Save' button to confirm.

If a contact’s address needs to be changed, delete the existing entry and create a new one using the steps above.

8. Click ‘Save’ at the bottom of the page when you are satisfied with your address changes.

Image indicating the 'Save' button at the bottom of the page.

Congratulations, you can now edit a Contact Record!

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