Edit or Update a Spouse/Contact Details on a Client Profile (Glade 2.0)

How to edit a spouse or secondary contact's details

Overview

If a spouse or secondary contact's email, phone number, or name needs updating, you can edit their contact record from the client profile's Build section.

Steps

1. Open the client record in the app.

2. In the Build section of the client profile, select Secondary Contact.

3. Click the Select value field and enter the data here.

4. Click Save as current.

Notes & tips

• Make sure you have permission to edit contact information before making changes.

• If you cannot find the contact under Build > Secondary Contact, try searching the Contacts list directly.

• When contacting support, provide the full client name or a workflow link to help us locate the correct record faster.

Still need help?

Contact support with the full client name or workflow link and a brief description of the change needed.