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