Contact Management - Edit a Contact

Contact Management - Edit a Contact

How to Edit a Contact 

  1. Navigate to the Contacts page in the application. 
  2. Select the appropriate tab where your contact is listed: 
    1. Personal 
    2. Shared 
    3. Company 
  3. Find and click on the contact you want to edit. This will open the contact details in the right-hand side panel. 
  4. Make your changes directly in the right-hand panel fields: 
    1. First and last name 
    2. Phone number 
    3. Email 
    4. Notes
    5. Tags 
  5. If you are the contact owner, you can also set the permissions for Shared and Company contacts:  
    1. View and Edit (default) 
    2. View only  
  6. Your changes will be saved automatically. 

Important Notes 

  1. Personal contacts can only be edited by their owner. 
  1. Shared contacts are editable by users of the Shared inbox unless set to View only. 
  1. Company contacts are editable by all users unless set to View only. 
  1. You cannot change the inbox assignment of a Shared contact once created. 
  1. You cannot convert a contact from one type to another (e.g., Personal to Shared). 



How to Edit a Contact Tutorial