Update Contact Detail Information

Users are encouraged to make corrections to an address within the Contact Detail record, rather than from the Constituent or Organization Record’s “Detail” tab. Making an update in the Constituent or Organization record will cause a new Contact Detail record to be created. If the constituent is moving from one address to another, and you would like to keep the old address around for historic purposes, then updating the appropriate address field directly on the constituent or organization record is ideal.

To update a contact detail record, the user will double click the record to open it. The user can then modify the record as desired and click “Save” in the ribbon.