To edit a Call List to an existing System, you must begin by accessing a Customer record.
From the main menu, arrive at the Customers list with this path: CRM > Customers.
The Customers list opens. Locate the Customer, and then click the hyperlink in the Customer # column to open the customer record.
The Customer record opens. Click the Sites/Systems tab, and then in the Site Number column, click the hyperlink of the desired Site.
The Site record opens. Click the Systems tab. A list of Systems attached to the Site is listed in the grid area. In the System Number column, click the hyperlink of the desired System.
The System record opens. Click the Call List tab. In the grid area, locate the call list contact to edit, and then click the Edit button (pencil icon).
The Edit Contact form opens. Make the necessary changes, and then click the Save button when finished.
