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Updating a Contact in essensys Operate
Updating a Contact in essensys Operate

Making Changes to an essensys Operate Contact Record

Stuart avatar
Written by Stuart
Updated over a week ago

To update an existing contact in Operate, go to Member > Contacts.

Find the contact that you want to update - you can either use the list views on the left to browse for it or the filter search box on the right to look for a keyword. You can also search for your contact using the global search box (next to the Operate logo).

To Edit a contact, click the pencil icon next to the record.

To delete a contact, click the red “x” sign next to the record, then confirm your choice.

You can also select multiple records and click the Delete button at the top to remove them all in one go.

To quickly update a certain field on multiple records at once, select the records you want to update, then click the Update button at the top. Here is where you can select the field you need and change it on all selected records in one go.

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