Changing and Adding Contact Information in a Constituent Record
Constituent records can be updated or changed in CRM 360 with some limitations.
Access the Constituent Record.
1. From the Home Page, click on Find a Customer.
2. Search for the customer by name: Lastname;firstname or by Constituent ID if available.
Note: If the name appears more than once in the search results, be sure that you are not seeing duplicate records.
Note: If you find more than one record for the same constituent, take a minute to submit a duplicate record in the AOA Service Catalog (TeamDynamix). This process is detailed in the Duplicate Processing Section.
3. With the correct record selected, proceed to make changes.
Updating Constituent Records
1. Click the Edit Contact Info hyperlink in CRM360.
2. The Contact Info screen allows editing or updating:
a. Emergency Contact Information
b. Phone
c. Email address
d. Address
e. Web/Social Media
f. Fax
g. Domain
3. Each contact method shows Action Wrench 
icons.
a. The Action Wrench adjacent to the title (i.e., Phone) makes changes to the category. This is what users select to add an item like a new phone number or set preferences
b. The Action Wrench to the right of an entry allows changes to that entry including: Edit, Mark as Bad, or Set as Primary, etc.
c. Clicking the Edit hyperlink opens the Contact Method Details window where changes can be made.
NOTE: WHEN ADDING MOBILE CONTACT INFORMATION FOR A CONSTITUENT. USE THE CONTACT TYPE CODE OF PHONE, AND THE LOCATION CODE OF MOBILE.
When Changes cannot be made
1. When an item such as an address is linked to other records, Personify will not allow changing that item. For instance, a constituent’s work address should be linked to a business address. If users try to change the address from the constituent record, Personify does not allow the edit; the fields are locked. Users must open linked address on the business’s record to make the change; the change will be made to all the linked records that share the address.
2. When the record does not have an address marked Primary, the user cannot change an address to Primary or add a new Primary address. Personify creates Constituent business addresses as Primary by default, but some records that were imported from the prior database did not import the Primary designation. To correct this please submit a ticket through TeamDynamix so this correction can be made by applications staff.