Modifying Internal Contact Information

Procedure

To modify internal contact information:

1. Select Admin.
   The Admin Home Page appears.

2. From the Business Administration tab, select Internal Contacts.
   The Internal Contacts Search screen appears.

3. If the Search Results section does not include the internal contact, enter information to identify the contact, and click Search.
   The Search Results section displays the contact matching the information you enter.

4. In Search Results, select view/edit in the row for the contact you want to edit.
   The Internal Contact Details screen appears.

5. Modify information for the contact, and click Save.
   The information you enter automatically populates the Contact screen for an internal contact when a user selects this contact in the Customer Analysis module.

Note:  If the contact is also an eCredit user who has the Internal Contact option set to Yes, the changes you make on the Internal Contact Details screen also update the User Details screen for the user.