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Update correspondent details

Learn how to update a correspondent's name by searching for an existing entry or creating a new one.

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Written by Huzayfah Patel

Update Correspondent Details

  1. Double-click the Full Name field to open Name Search.

  2. Enter the new correspondent name in the Name Search window, then click Search.

  3. Review the search results to check whether the correspondent already exists.

  4. Click Maintain if there is no existing entry, then create the new correspondent record.

  5. Return to the search results, then double-click the correct correspondent entry to add it to the case.

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