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Change existing guardian data

You can edit any guardian fields including setting the primary guardian.

Ben Hare avatar
Written by Ben Hare
Updated over a week ago

To change or add information to an existing lead's guardian, search for the lead, click on their name, and then select the family tab.

Next, click the Edit details button in the top right to then make any edits directly in the fields.

Once you've made the required changes, select save to store your changes.

Each family needs a Primary guardian set. This is indicated by the blue Primary guardian tag. If you need to change the Primary guardian within a family, use the more action dots alongside the guardian name, then select Set as primary as shown below.

If you need to update any of the guardian fields not set as a default field, select See full details. This will bring up a searchable list of all the fields for you to view and edit.

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