How to Modify or Delete a Contact
Managing your contacts is quick and easy. You can update existing contact information when details change or delete contacts that are no longer needed. Here’s how you can do both.
Reach the Contacts Page
- Go to the header menu and hover over the Contacts option.
- In the dropdown, click the Contacts button.
- You’ll land on the Contacts page, where contacts are displayed in a table format.
Update a Contact
To update a contact, you need to find the Edit button. There are three ways to access it:
- From the Contact Name
- Click the name of any record.
- A side sheet opens with an Edit button.
- Click it, and you’ll land on the Edit Contact page.
- From the First Column Menu
- In the first column of a record, click the three-dots menu next to the checkbox.
- A menu appears with the Edit option.
- From the Last Column Menu
- In the last column of each record, click the three-dots menu.
- A menu appears with the Edit option.
Once on the Edit Contact page, update the details as needed and click the Update button to save your changes.
Delete a Contact
To delete a contact, you can use the Delete button found in two places:
- From the First Column Menu
- In the first column of a record, click the three-dots menu next to the checkbox.
- A menu appears with the Delete option.
- From the Last Column Menu
- In the last column of each record, click the three-dots menu.
- A menu appears with the Delete option.
When you click Delete, a confirmation pop-up will appear. Confirm and click Delete Contact, and the contact will be removed.