Applies To Version(s): 3.5 & 3.7 - Contact your ShareVision Product Expert to upgrade.

If a person’s name has been entered incorrectly into ShareVision or if it has changed for another reason (i.e. marriage) it can be corrected by following these steps.

Please note – the spelling of the name is set in the People list. The people list can only be accessed by an administrator.

If the spelling error is for a supported individual you need to do the additional step to edit their “My Documents Folder” to match.

1. Find the correct record in the people list.  Names are listed alphabetically. You may have to go to the next page to find the name. 
2. Once you locate the record mouse over the last name to open the menu and select “Edit Item”.
   
   
   
   
3. Edit Form ->     
   
   
   
   
4. In the example above the last name has been entered with a double “n”.  To correct, both the Last Name field and the Full Name field need to be corrected, as shown below.    
     
   
   
   
   
5. Click OK to save.  

Editing/deleting a contact, including editing/deleting supported individuals, may involve editing/deleting the contact's name or their profile or both.

Edit/delete a contact's name

This is done from the People list. Note: A contact's name appearing in the Profiles list is still edited in the People list.

Edit a contact's profile

Staff can edit an individual's profile from the individual Details page.

For Administrators/Managers, there are two additional options:

1. Go to the Contact Manager. Locate a contact by entering their last name in the Search. Click on the person's name in the returned Search results to open their record. Click edit below Person Details.
2. Go to the Profiles list.

Delete a contact

Contacts are deleted first from the Profiles list, then from the People list.