- From the left navigation, click People.
2. In the Search field, enter the name of the person. Note: Matches will start listing as you enter name.
3. Hover over the people tile you wish to edit and click on Contact Details.
4. People record opens. To edit person (prefix, name, address, gender, date of birth, and/or occupation) click the Edit icon.
5. To add new or add existing people tag click the Tag icon.
6. To add new or delete existing details such as email, and/or phone, address click either Add icon or Delete icon. Note: If People Details pane is not open click the Details icon .
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