Step 1: Open the People Section 👥
From the main menu, go to People.
Click on the person’s name whose record you’d like to edit.
Step 2: Edit the Person’s Details ✏️
Once inside their record, click the three dots menu in the top right corner.
Select Edit.
You can now update or add any information, including:
Basic Info – Name, email, phone numbers (mobile and landline), birthday, preferred language.
Address – Street address, city, state, zip.
Social Media – Facebook, Twitter, Instagram, and LinkedIn handles.
Profile Image – Upload or update their photo for easier recognition. 📸
Step 3: Save Changes ✅
Once you’ve updated the information, be sure to save your changes so the record stays current.
Why Editing People Records Matters
Keeping your people records accurate helps ensure that communication is personalized and intentional. 💬✨ Whether you’re sending birthday greetings, following up with new guests, or reaching out on social media, having complete and updated profiles makes it easier to help people feel known, noticed, and loved. 💙