OptimCE — Guides utilisateur OptimCE — User guides

Edit a member

Guide utilisateur User guide

1 Open the members list

Navigation
From the management menu, open the members list to locate the person whose information you want to update.
Step 1

2 Select the member

Find the member
Click the row of the member you want to update — here "Member One" — to open their detail page.
Step 2

3 Open the modification form

Editing the member
Click "Modify" in the member header — the update dialog opens, pre-populated with the member's current information.
Step 3

4 Enter the new information

Editing the member
Update the first name and email address in the matching fields. The other fields stay as they were and are preserved unchanged.
Step 4

5 Save the changes

Confirmation
Step through the address and banking panels without changing anything, then click "Save" to send the updated information to the CRM.
Step 5

6 Member updated

Confirmation
Back on the member's detail page, the new first name and email address show up right away — the change has been persisted server-side.
Step 6

Edit a member

Guide utilisateur User guide

1 Open the members list

Navigation
From the management menu, open the members list to locate the person whose information you want to update.
Step 1

2 Select the member

Find the member
Click the row of the member you want to update — here "Member One" — to open their detail page.
Step 2

3 Open the modification form

Editing the member
Click "Modify" in the member header — the update dialog opens, pre-populated with the member's current information.
Step 3

4 Enter the new information

Editing the member
Update the first name and email address in the matching fields. The other fields stay as they were and are preserved unchanged.
Step 4

5 Save the changes

Confirmation
Step through the address and banking panels without changing anything, then click "Save" to send the updated information to the CRM.
Step 5

6 Member updated

Confirmation
Back on the member's detail page, the new first name and email address show up right away — the change has been persisted server-side.
Step 6