Amend Current Business Details

Published: 29th August 2017

This guide explains how to change business details for an existing organisational relationship on a constituent’s record.

Please be aware, if we learn that the constituent has a new job, even within the same organisation, we would always create a new record for this, so that we have a record of their previous roles. Never overwrite an old job.

Step 1

If you are amending something for a constituent’s current Business record, you can just click on the Business tab in Bio 1.

However, if you are amending a piece of information on a constituent’s previous business record, you need to go to the Relationships tab, and then choose Organisations from the left hand menu. This will display all business relationships we have for the constituent, past and present. Double click on any line to open.

Step 2

The Business record will now be displayed. Generally, you might be making changes to the Address/Telephone number/Email Address. There may be some occasions where you will change the Date from, in case you have received a more exact start date from the constituent.

The only time you would amend the Position field would be if you are informed that the current job title we have is incorrect. Then you can change this to the correct Position. Please be aware, if we learn that the constituent has a new job, even within the same organisation, we would always create a new record for this, so that we have a record of their previous roles. Never overwrite an old job.

Note that business contact details (email and phone) for a constituent should be added separately in both Business and Bio 1 tabs.

Guides to adding email addresses here.

Guide to adding phone numbers here

Step 3

Click More beside the Country field to open further address details which you may need to amend. If you’re unsure which region a particular postcode belongs to, refer to the list here.

 

Step 4

Click on Save and Close when you have finished amending the constituent’s record.