Edit an About Me Record

To edit an About Me record observe the following steps

Click the About Me icon in the left vertical menu bar to open a record listing page within the browser.
Select the About Me record that is to be updated and click the Edit button to open the About Me profile within the browser.
You can update the data listed within the Template, Name or Description fields.
Once done, click on the save button within the ribbon bar to save the revised profile detail.
Click on the close button to exit from the page.

Edit a Client Profile Detail Record

To edit the profile detail record observe the following steps

Refer to steps 1 - 2 as outlined in Edit an About Me Record.
Highlight the Profile detail record listed within the Profile Details data grid that is to be edited.
Double click on the Profile record to open it within the Client Profile Detail page of the browser
You can update the data listed within the Name , Question and Text fields.
Once done, click on the save button within the ribbon bar to save the revised profile detail.
Click on the close button to exit from the page.

To delete an About Me record observe the following steps:

Click the About Me icon in the left vertical menu bar to open a record listing page within the browser.
Select the About Me record that is to be deleted.
Select the "Delete Button" in the upper right portion of the window.
Select the OK button from the Delete Record dialogue, to remove the selected record. Deleting the About Me record will also remove Client Profile Detail records.

To delete a Client Profile Detail record observe the following steps:

Refer to steps 1 - 2 as outlined in Edit an About Me Record.
Highlight the Profile detail record listed within the Profile Details data grid that is to be removed.
Select the delete icon located to the far right column.
Select the OK button from the Delete Record dialogue, to remove the selected record.

To edit the activity status of an About Me record observe the following steps:

Click the About Me icon in the left vertical menu bar to open a record listing page within the browser.
Search for the About Me record from within the list.
Highlight the About Me record to be edited.
Either click on the edit button or double click on the About Me record to open it within the Client Profile page of the browser
To deactivate the About Me record select the Deactivate button.
The About Me record page will refresh, all fields will be disabled. Please observe that once the record is deactivated you can not add Client Profile Details records.
To activate the About Me record select the Activate button.
Once done, you can exit back to the client