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Modify a Nearby Contact
Use the Nearbys panel to modify contact information for a person associated to the debtor, such as a relative, friend, neighbor, boss, coworker, or employer. You can also modify a nearby contact when adding a phone number to an account. For more information, see Maintaining a Phone Number Associated to an Account.
To modify a nearby contact
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With an account displayed in the Work Form, do one of the following:
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From the Info menu, click Nearbys.
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At the top of the Panels section, click the name of the currently displayed panel (for example, Phones, Notes) and then click Nearbys.
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In the data grid, click the contact person and then in the Nearbys toolbar, click Edit Nearby Contact. The Edit Nearby dialog box appears.
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Modify the information and then click OK. The system updates the information in the Nearby panel.