OptimCE — User guides

Edit a member

Guide utilisateur User guide Gebruikershandleiding Benutzerhandbuch

1 Open the members list

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

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.
2. Select the member

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.
3. Open the modification form

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.
4. Enter the new information

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.
5. Save the changes

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.
6. Member updated

Edit a member

Guide utilisateur User guide Gebruikershandleiding Benutzerhandbuch

1 Open the members list

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

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.
2. Select the member

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.
3. Open the modification form

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.
4. Enter the new information

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.
5. Save the changes

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.
6. Member updated