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Updating Client/Contact Profile

Updating information under a contact's profile.

To edit your contacts' information:
  1. Click on "PEOPLE" on the left sidebar.
  2. Click on the contact/person you wish to edit.
  3. Click "EDIT" next to their name or "ADD A LOCATION" to update their address.
  4. Edit the desired information, and click "SAVE" at the bottom of the screen.
When you are editing the address, please be sure to update any active or "Pending Correction" touches to ensure all future touches are shipped to the correct address.