Edit or Delete a Contact

Fortis Gateway

Last Updated: December 6, 2022

Edit a Contact

After logging into the portal:

  1. Use one of the following options to open the Contacts database.
    • Select Contacts from the left-hand menu.
      image-20221027222713-3.png
    • Select Locations from the left-hand menu.
      • Click the Contacts tab.
        image-20221122084121-2.png
  2. Click the link in the First Name or Last Name column to open the contact record.
    image-20221027223050-6.png
  3. Click the Profile tab.
    image-20221027224617-7.png
  4. Click the Edit button.
    image-20221027224649-8.png
  5. Make the necessary changes to the customer record.
    image-20221027223938-3.png
  6. Click the Save button to keep your changes.
    image-20221027224147-6.png


Delete a Contact 

  1. After logging into the portal:
  2. Use one of the following options to open the Contacts database.
    • Select Contacts from the left-hand menu.
      image-20221027222713-3.png
    • Select Locations from the left-hand menu.
      • Click the Contacts tab.
        image-20221122084151-4.png
  3. Click the link in the First Name or Last Name column to open the contact record.
  4. Click the Profile tab.
    image-20221027224617-7.png
  5. Click the Delete button. 
    image-20221027225037-9.png
  6. Click the Ok button in the pop-up box to confirm you want to delete the contact record.
    image-20221027225131-11.png
  7. A message box will appear at the top of the screen confirming the record has been deleted.
    image-20221027225155-12.png


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