Change My Personal Information

You use the Personal Information dialog box to add or change workplace and credit card information that the system uses on certain kinds of records.

Note: Depending on the rights assigned to you by your system administrator, you may not have access to this dialog box.

To add or change your personal information:

  1. From the tool bar, click Profile and select Personal Information.

  2. In the Personal Information dialog box, edit the following fields as needed:

  3. Primary Phone - List the phone number or numbers you can be reached at. To list multiple phone numbers, click Show/Manage Values and add rows in the dialog box that opens. Specify the Type, for example Home or Work, and select the Primary check box for the number you can best be reached at.

If the Primary Phone field contains more than one phone number, it becomes read-only and you must click Show/Manage Values to see all of them or edit the field.

If the Primary E-mail field contains more than one address, it becomes read-only and you must click Show/Manage Values to see all of them or edit the field.

If the Primary SMS field contains more than one address, it becomes read-only and you must click Show/Manage Values to see all of them or edit the field.

  1. Click OK.