Editing Contacts

To edit the details of a contact.

1. Click on the cog wheel on the right side of the contact and select View & Edit contact - .



Figure 1 - Selecting View & Edit Contacts

The View & Edit Contacts overlay opens - .



Figure 2 - The View & Edit Contacts overlay

2. Make the necessary changes and click Save to return to the hierarchy page.

Deleting Contacts

Depending on the settings for the hierarchy, you may have been set up with permission to delete contacts' data

Important
Deleting a contact will also remove any data associated with it, and this will affect any reports using this data.

To delete a contact:

1. Click on the cog wheel icon on the right side of the contact and select Delete - .



Figure 3 - Deleting a contact

The Delete Contact overlay opens - .



Figure 4 - The Delete Contact overlay

Note that if you are not certain that the contact must be deleted, unassign it instead. The contact can then be reinstated later if necessary.

2. Click Delete Contact, Unassign or Cancel as appropriate.