How to Update Contacts and Companies

You can update information for Contacts and Companies using the Organization Contacts & Companies Module in Master Tour 3.

This article covers:

• How to Navigate to Contacts & Companies
• How to Update Contacts
• How to Update Companies

How to Navigate to Contacts & Companies

Within Master Tour, select the Organization that you would like to update Contacts and Companies in.

1. Click on the Organization Selector dropdown menu.
2. Select an Organization.
3. Select a Tour if there are any Tours added to the Organization.

Click on the Contacts & Companies button in the upper right of the application.

How to Update Contacts

1. Select the Checkbox to the left of the Contact's name.
2. Edit any of the fields in the Contact Details in the right column. When you click out of a field or make a new selection, your changes will automatically save.

How to Update Companies

1. Select the Checkbox to the left of the Company's name.
2. Edit any of the fields in the Company Details in the right column. When you click out of a field or make a new selection, your changes will automatically save.