Edit a contact

About this task

You can modify contacts on policies, accounts, and on the Contact tab. When you modify a contact on the Contact tab or in the context of an account, PolicyCenter saves the modified contact information immediately. PolicyCenter also save the modified contact information across all accounts which use the contact. When you modify a contact in the context of a policy transaction, the modified contact information is always saved on the policy, and sometimes flows up to the account level. For more information, see Revisioning contact information in policies.

To modify contact information on an account:

Procedure

  1. On the Account File Contacts screen, select Edit to edit the chosen contact.
  2. Make necessary edits on the Edit screen. This screen has the following tabs:
    • Contact Detail – Update name, address and official IDs
    • Roles – Add roles to the contact
    • Addresses – Specify primary address, provide additional addresses
  3. Click Update.