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 record.
2. Select the Comments/History tab if a Name record. Select the Other tab if a Faculty record.
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.