Edit an interest

1. Open the record of the constituent with the interest to edit. For information about how to open a constituent record, see .
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 Interests, select the interest to edit.
4. On the action bar, click Edit. The Edit interest screen appears. The items on this screen are the same as the Add interest screen. For information about the items on this screen, see Add Interest Screen.
5. Edit the information as necessary.
6. Click Save. You return to the constituent record.

 

 

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