Editing a resource's contacts

You can add, edit, or remove contacts for a resource on the Contacts tab of the resource record. Use contacts to keep track of people that you may need to contact for more information about a resource. After a contact has been added, it is displayed in the Contacts tab. Any contacts belonging to an organization associated with the resource are also included in the Contacts tab.

To edit a resource's contacts

  1. From a resource's Details page, select the Contacts tab.
  2. Do any of the following:

    • Click Add Contact to create a new contact, then complete the fields as necessary.
    • Click Edit contact () for an existing contact, then edit the fields as necessary.
    • Click Remove contact () to delete an existing contact, then click OK when prompted.

    Note: For more information about each of these fields, see Fields: Editing Contacts.

  3. For new or existing contacts, click Submit when you are finished making changes.