Applies To Version(s): 3.5 & 3.7 - Contact your ShareVision Product Expert to upgrade.
Correct the Spelling of a Contact Name
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.
- 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.
- Once you locate the record mouse over the last name to open the menu and select “Edit Item”.
- Edit Form ->
- 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.
- 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:
- 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.
- Go to the Profiles list.
Delete a contact
Contacts are deleted first from the Profiles list, then from the People list.