Once you have all of your contacts in your Relationship Manager, we will show you how to find a specific contact as well as make any edits to their information.

The tutorial can be viewed here.

Written instructions:

  1. Login to your account
  2. Search for a contact using the search bar at the top of the page
  3. Once you have found the contact you are wishing to edit, click Edit on the right.
  4. To edit the various sections of the person's contact info, click on the pen icon next to each of the sections.
  5. Once you’ve made any changes, hit Save to save your changes.


Updated: 05/07/2020

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