Editing Client Contacts

Contact information may be changed or updated as needed.  There are four fields in the Contacts details that are unique to the Contact’s relationship to an Entity and if update, will only affect this record.  The four unique fields are Title, Primary Contact, Contact Role and Location.  All other fields apply to the Contact globally and if updated, it will update all records of this contact throughout Nexsure.

To Edit a Client Contact

1. On the Primary menu, click SEARCH.
2. Click the Entity drop-down box, select and search for the appropriate entity.
3. Click the Details icon of the entity.
4. Click the contacts tab.
5. All contacts for this Entity will display in a summary view.
6. Click the Details icon of the appropriate contact.
7. Edit the information as needed.
8. Click the [Update] link.

Related Topics

Adding Client Contacts

Changing a Primary Contact

Contacts Security