Editing CRM Entries

If your access level in Names is 5 or greater, you are able to edit and/or delete CRM entries from the Contact History window.

Editing CRM Entries

To edit a CRM entry:

1. Open the individual's Name record.
2. If you opened a Name record, select the Comments/History tab. The CRM Contact History window is below the Special Needs and Contact History fields. If you opened a Faculty record, select the Other tab.
3. Click into the CRM field you want to edit and make your changes (Contact type, Subject, etc.).

4. Click the Save button.

Deleting CRM Entries

To delete a CRM entry:

1. Click in the field to the left of the record you want to delete. The field color will change from white to black.

2. Click the Save button.