How to Edit a Constituent Profile

Update constituent information by editing information on their profile. This guide walks you through the editing process.

1. Navigate to the Search bar.
2. Search for or locate the constituent you wish to edit.
3. Click on the constituent's name to open their full profile.
4. Select “Edit Profile” from the upper right hand corner of the screen or “Edit Fields” from the Profile Details section.
5. Click on the field you would like to update (name, address, email, etc.).
6. Click the save button (icon) in the lower right hand corner to commit your changes to the database.

Editable Fields

• Contact information: name, email, phone, address
• Organization details: company, title, department
• Custom fields: user-defined fields specific to your organization
• Personal notes: internal comments and reminders

• Pro Tip 1: Changes are saved immediately when you click Save—there's no unsaved work warning