CardExchange Solutions Documentation

Editing a Person

To edit a person's details, follow these steps while in the Person details screen:

Accessing the Edit Mode

  • Click the three dots button in the top right corner of the screen.

  • Select Edit from the dropdown menu.

Editing Person Details

You will be directed to a form containing the following sections:

  • Person Details

  • Address Details

  • Profile Details

Making Changes

  • Make any necessary updates in each section.

  • Fields marked with an asterisk (*) are required and must be completed before saving.

Saving Changes

Once all changes are made, click Save and Close to apply the updates and return to the Person details screen.

 

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