Updating a person's phone number or other details

Modified on Fri, 9 Oct at 12:44 PM

If a person's phone number, email or name is wrong, you can fix it in a moment. Correct details matter: Systam Pass recognises people by their email address, and invitations go to the email address and phone number you've saved.

  1. Open Completions in the left sidebar.
  2. Find the person using the search field, or open Extended search to search by first name, last name, email, phone, company or other information.
  3. Click the person's name. Their details open in a window.
  4. Under Person details, click Modify.
  5. Update the Phone field (or any other field) and click Save.

In the same window you can also see the person's inductions and the Activity & actions log.

All set – the next invitation goes to the right place.

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