Updating Employee Contact and Relationship Information

Steps to edit employee details, contact info, and organizational relationships

Eniko Horvath

Eniko Horvath

No date
18 steps
1

Select the Employees tab

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2

Press Ctrl and New Record to open a new tab of constituents

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3

Use the Excel sheet and click Open Record to open the record

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The employment information is located on the top right of the detailed record.

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5

Update the contact information section

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6

Choose Edit in the Contact information section

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7

Update the business address fields with the correct office address

Address can be verified from the email directory.

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8

Click Save to update the address record

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9

Select the work email address to update

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10

Click Save after entering the work email

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