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Modifying Contact Records

Changing or modifying contact record information such as first name, last name, DEA Number, NCI Number, Staff Title.

Modifying contact records allows sites to correct or modify any contact record information in the event of a name change or a data entry error when entering the contact. Modifying contact records can impact historical data where the contact's information appears on a report, and will appear in the contact audit trail about the updates.

 

Permissions Needed

ContactsSearch – Search for contacts in the address book

ContactAddEdit - Add/Edit a contact. 

 

Modifying a Contact Record

Caution - Modifying contact records can impact historical data where the contact information appears on a report.

  1. Navigate to the Address Book on the Vestigo home screen
  2. Type in the contact's first or last name only
  3. Click Search
  4. Click Edit on the contact you wish to modify
  5. Add in additional details as needed
  6. Click Save. 

To learn more about additional fields on the contact record, please refer to this article.