Editing a Contact or Organisation

When you need to update the details of a stakeholder saved on your system, you have a few different options available to you. This article explains how to update your Contacts and Organisations with ease.

Quick Edit

On the View Contact or View Organisation page, you will see a pencil icon next to many of the fields. Click this pencil to use the Quick Edit feature. You can change the details of this single field – editing the text for any text or numerical fields or adding and removing options from drop-down menus (such as Stakeholder Categories).

Edit Form

You can also edit a stakeholder record with the Edit form. On the View Contact/View Organisation page, click Edit Contact/Edit Organisation from the left-hand menu.

On the Edit Contact/Edit Organisation form, you can change the details of any field under this stakeholder. Once you have made your changes, click Save to save your changes.

Please note: If any fields have been marked as mandatory since you originally created this Organisation or Contact, you will need to complete these fields before you can click Save.

Stakeholder Import

The last way to edit a Stakeholder is using the Stakeholder Import tool. Go to the System Admin menu, then click Import Stakeholders from the left-hand menu.

On the next page, select Export and update existing data, then click Next. Select Export Data for Mass Upload. This will take you through to an Organisations & Contacts search screen. Using this search tool, filter your results and then click Export Results. You will need to choose between exporting Organisations or Contacts.

The export will be a spreadsheet; this spreadsheet can be imported back into your Tractivity system. Just update the details of any field you want to change in the spreadsheet, then return to Tractivity. Import your spreadsheet following the steps on the Import Stakeholder page.

For more information on using Import Stakeholders, please visit the other articles on our Knowledge Base.