Contact Management - Edit a Contact
- Navigate to the Contacts page in the application.
- Select the appropriate tab where your contact is listed:
- Personal
- Shared
- Company
- Find and click on the contact you want to edit. This will open the contact details in the right-hand side panel.
- Make your changes directly in the right-hand panel fields:
- First and last name
- Phone number
- Email
- Notes
- Tags
- If you are the contact owner, you can also set the permissions for Shared and Company contacts:
- View and Edit (default)
- View only
- Your changes will be saved automatically.
- Personal contacts can only be edited by their owner.
- Shared contacts are editable by users of the Shared inbox unless set to View only.
- Company contacts are editable by all users unless set to View only.
- You cannot change the inbox assignment of a Shared contact once created.
- You cannot convert a contact from one type to another (e.g., Personal to Shared).