Edit an alternate lookup ID
|
1.
|
Open the record of the constituent with the alternate lookup ID to edit. For information about how to open a constituent record, see Constituent Search. |
|
2.
|
For an individual, select the Personal Info tab. Then click Personal. |
For an organization, select the Organization Info tab. Then click Organization.
For a constituent group or household, select the Details tab.
|
3.
|
Under Alternate lookup IDs, select the lookup ID to edit. |
|
4.
|
On the action bar, click Edit. The Edit alternate lookup ID screen appears. The items on this screen are the same as the Add an alternate lookup ID screen. For information about the items on this screen, see Add Alternate Lookup IDs for a Constituent. |
|
5.
|
Edit the information as necessary. |
|
6.
|
Click Save. You return to the constituent record. |