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Welcome. Welcome back. Oh, it's your first time? Well, hi. Your contact information in SwiftFox can be updated and changed easily. Because as a great poet once said, your data needs to be updated regularly because people and organisations will often have updates. Great poem. In this tutorial, I'll show you how to update a profile in SwiftFox. Okay, let's dive in.

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Here is Miss Jessica Bridge. Let's click on the Contacts and Roles tab. Contacts and roles is where - you guessed it - you can track a person's contact and role details, including email addresses, work and home addresses, new job titles, work history where they volunteer. Basically, every role that is relevant to them, present or past, is recorded right here. So we can see here that Jessica already has a few roles.

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She is a founder at Bridge Lawyers and a member of the Association for lawyers. See this Crown icon? This appears whenever a contact has multiple roles. The role marked with the crown is considered the most significant or the primary role for that individual. So select the crown for whichever role your organisation primarily interacts with. To add another role, I select Add Role.

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Jessica has told me that she is the Treasurer of Law for change. Wow. I guess Jessica really loves law, so I'll pop in her details and can now see this new role in her profile. And if Jessica leaves any of her roles, I can add an end date here. An end date helps you track an individual's work history so you can build a bit of a CV.

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Let's go back to the profile and select edit button. I've just learned that Jessica speaks fluent German, so I'll select Edit and add German as a language. This could come in handy. I'd also like to make some changes to her custom fields. This is the information your organisation is tracking across your contacts. We like to keep track of dietaries to help with our event planning, and Jessica has recently told me she is a vegetarian, so I will select, edit and add vegetarian to her profile.

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We also track engagement and renewal likelihood. Let's just say I'm confident that Jessica is going to renew her membership. So here I'll select high renewal likelihood. Easy updating profiles regularly as new information comes in is so important. And it's easy. So keep adding editing and updating, so you can get fantastic data. Next up let's look at how to store your interactions on a client profile.

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