Editing & Updating Contact Roles

Modified on Thu, 29 Feb 2024 at 11:19 AM

Contact roles can be edited directly on the Contact record within the "Contact Roles" section:



On the edit page, press the magnifying glass icon to change the contact record associated with the contact role: 


This will open a new window in which you can search for the contact record to be selected.


Once the new contact is designated, ensure the appropriate contact roles are assigned. If the contact needs access to the Investor Details tab, ensure that the appropriate checkbox is selected under the Investor Details Update section. Then press "Save" to finalize the contact role update.


NOTE: If a contact has a large quantity of Contact Roles to move in bulk, please reach out to support@fundpanel.io with details for the request. Salesforce offers a merge function for contacts that can prove useful for this type of task & the support team can either take care of the request or point you in the right direction if you are looking to do the merge yourself.