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Adding or Modifying a Staff Title to Contact Records

If you would like to add a professional designation or title that appears on various reports throughout Vestigo, please follow the below steps.

  1. Navigate to the Address Book.
  2. Search for the contact record you would like to edit by searching for the first or last name.
     

    User accounts are associated with a Contact Record and can update historical reports.

  3. Click on Edit on the left side of the appropriate record.
  4. Locate the Professional Designation line and add the correct title.
  5. Scroll down and click Save.