Edit or delete a contact on an account record

1. (If one is not open already) Open an existing account record.

2. Click the Contacts tab.

   

3. Do one or more of the following.

   Edit existing contact information

   1. Select the contact you want to view or edit from the list.

   2. Near the bottom of the dialog box, click Open.

      The Account Contact Detail dialog box appears, containing the information for the contact.

   3. Update the fields in the dialog box as needed.

      Information on the fields in the dialog box is available in Add a contact to an account record.

   4. In the Account Contact Detail dialog box, click Save, and then click Close.
   Delete a contact

   1. Select the contact you want to delete from the list.

   2. Near the bottom of the dialog box, click Delete.

      A confirmation dialog box appears, asking if you are sure you want to delete the highlighted contact.

   3. Click Yes.

      The contact is removed from the list on the Contacts  tab.

4. In the Account dialog box, click Save, and then click Close.