Editing Entity TouchPoints & General TouchPoints
To search for entity TouchPoints:
You can search by whatever entity you have established or can search for all entity TouchPoints saved by everyone in the agency by leaving the field blank
Once you select the appropriate entity you can look for all the TouchPoints saved under that entity. You can then press the “plus” button to open the edit field
Anything under each of these tabs can be edited. As long as any field that contains an asterisk is addressed the TouchPoint can be resaved after editing.
General TouchPoint
To search for General TouchPoints: