Renaming an Individual

You can easily rename an Individual using the Contact Manager.

  1. In the Quick Start menu, select the Contact Manager:

     

  2. Enter the first name or last name of the Individual you would like to rename in the search field:

  3. Select Search.

  4. The list of Individuals matching what was entered in the search will be listed. Select the Individual that needs to be renamed:

     

  5. The Individual’s information will be displayed. Select the edit button next to their name:

  6. Change the Individual’s name.

  7. Select Save.

  8. The Individual’s name will be updated on all lists and forms in ShareVision.