Editing Contact Information

From the Organization work area, you can edit contact information for any external company. These changes can then be synchronized to the corresponding Contact documents in the other work areas.

From the Portfolios work area, all contact information is synchronized from the Organization work area and cannot be edited.

However, certain account information can be modified from the contact's Account page. For more information, see "Editing Accounts".

From the Workspaces work area, you can only edit contact fields containing workspace specific information. All other fields can only be modified from the corresponding contact or staff document in the Organization work area

You can also add, modify and delete links to Projects in the WorkspaceWork Area. For more information, see About Contacts and Projects.

The following is a list of all contact fields you can edit in your workspaces:

• Workspace Role List: The role that this contact has within the workspace. In Edit Mode, click Add Line to add a role; click Remove Line(s) to remove a selected role. Workspace roles are used only for contacts created in the Workspaces work area.
  
  Note: Do not confuse the workspace role with the user's security role.
• Badge Number: If badges are used in a workspace, type the badge number assigned to the contact.
• Workspace Title: Select the title held by the contact in the workspace.

1. Open the Contacts tab of the appropriate company.

— or —

Open the Contacts register from the appropriate work area.

2. Select the contact to edit.
3. Click Edit.
4. Make the necessary edits. Please refer to the following for more information on the fields for each page:
• Main
• Properties

The required fields are marked with asterisks and may also be highlighted. For more information, see "About Required Fields".

5. Click Save.

If you are editing the contact from the Organization work area and this contact was exported to a workspace or portfolio, Proliance prompts you to save the information and/or synchronize it with the information in the appropriate work areas.

6. Click Save only if you only want to save the information.

— or —

Click Save and Synchronize if you wish to save this information and synchronize it with the information in the Workspaces and Portfolios work areas.

Proliance saves the changes.

7. Click Exit Edit Mode when done.