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How to Edit a Contact

Editing an existing contact lets you keep information up-to-date for more accurate communication and reporting. Follow these steps.

1. Open the Contacts List​

  1. In the top navigation bar, hover over Contacts.
  2. Select Contacts from the dropdown.
Contact Menu PageContact Menu Page

2. Locate the Contact​

  1. Use the search bar or scroll to find the desired contact.
  2. Click the three-dots (⋯) action button on that row.
Contact Menu PageContact Menu Page

3. Choose Edit​

Select Edit from the context menu to open the contact form in edit mode.

Select Edit optionSelect Edit option

4. Update Contact Information​

  1. Modify fields such as First Name, Middle Name, Last Name, Email, or Phone as required.
  2. Expand additional accordions like General Information or Actions for more details.
Edit form fieldsEdit form fields

5. Save Changes​

Click Update in the upper-right corner of the form. A confirmation toast will appear indicating the contact was updated successfully.

Save updated contactSave updated contact

6. Verify​

Return to the Contacts list to ensure the updated details are reflected.

Verify updated contactVerify updated contact

That’s it!​

Your contact has been edited successfully.