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How to

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a Contact or User’s Contact Information

1. Click on Contact tab in the side menu, 

2. Click on Search in the Side Menu

3. Enter at least one of the following options in to the relevant search box: 

   • Given Name 

   • Surname

   • Home Institution

   • Status

   • Contact Role 

4. Click on the Search Contact button

5. This will return a list of contacts that meet the searched criteria

6. To filter the list of contacts, in the search box above the list of contacts, start typing the contacts's first or given name. 

7. When you see the record for the contact you are looking for, click on the contact role for that contact, highlighted in blue in the left column of that row.

8. Click on the Edit Contact info option in the side Menu

9. Click the Add (address type) to be created. If no address types have been added it is recommended that the Semester / Term / Current Address be created first, followed by the Permanent / Billing address.

10. Enter the required information to the address fields

11. Click on the Save Person Contact Details button.

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