How to Edit a Person's Profile Information

This topic shows you how to edit details in an individual's profile.

You must have Individuals + Modify permissions to edit a profile.

On the Home page, click the Individuals tile to open the Individuals page.
The page opens in grid view. To view the page in card view, click this button in the toolbar: .
Find the individual whose profile you want to edit. If your list is long, use the search features to find the person you are looking for.
Click the individual's name link to open their record.
In the Profile panel, edit the fields in the form as desired. For descriptions of the fields in this panel, go to Fields on the Profile Panel.
After editing the fields on a panel, click to save the information.

The system updates the profile with your changes.