Viewing and Editing a Contact in Contacts CRM
Occasionally, it may be important to view or edit the specific details within a contact's record. Within this article we'll discuss how to access a contact's details for the purpose of either viewing or editing.
Overview
Users can choose to both view and edit each contact within Contacts CRM while they are viewing the Contacts tab of Contacts CRM.
Note - To begin using Contacts CRM, you must have a paid plan.
Instructions
To view or edit the detailed information of a contact within the Contacts CRM solution, please perform the following steps.
- Login to your MHParks.com account.
- In your Dashboard, click Contacts CRM from the left menu.
- While viewing the Contacts tab, locate the contact you wish to view or edit. (Hint - Use the filter or Search field to help locate the correct contact)
- Within the Actions menu of the specific contact, select the View option.
Upon selecting the View option, you will be taken to the details of that specific contact.
For any questions that you may still have about this, or any other topic in MHParks.com, please contact our Support Team by emailing us at support@mhparks.com.