Edit personal information
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Open the record of the constituent with the information to edit. For information about how to open a constituent record, see Constituent Search.
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Select the Personal tab.
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Under Personal information, select Edit on the action bar. The Edit personal information screen appears.
Tip: To access the Edit personal information screen, you can also select the picture on the constituent record and select Edit.
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Edit the information as necessary. If the constituent requests to donate anonymously, select Gives anonymously.
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To add an image for the constituent:
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In the Image field, select Choose file. The Open screen appears.
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Browse to and select the image file to use with the constituent.
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Select Open. You return to the Edit personal information screen. In the Image field, the selected image appears.
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To remove the image selected for a constituent, select Clear file.
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Select Save. You return to the Personal tab.