Editing a Contact

Method 1

To edit a Contact, follow the steps below.

1. Click on the checkbox before the contact’s name.
2. Click on the Edit (pencil) icon and it opens a quick view panel on the right side of the screen.
3. Make the required changes to the contact information in the panel.
4. Once all the changes are made and verified, click on the Save button.

   

Note:

• Clicking on the Save & Next button saves the contact’s edited details and the quick view panel displays details of the contact next in the list.
• Clicking on the Cancel button, discards all the edits.

Method 2

Additionally, the contact details can also be edited through the Contact details page.

1. Click on a contact name which will open the Contact Details page.
2. On the Contact Details page, click on the Edit button from the top menu bar.

   

3. Expand the ‘General Information’, ‘Contacts’, Experience Information’, and ‘Additional Information’ sections and make the required changes.
4. Click on the Save button once all changes are made.
5. Click on the Edit History button to view the contact edit history.

   

Important

• Select the Organizations link from the left-hand navigation pane to view and associate organizations with the contact.
• Select the Sites link from the left-hand navigation pane to view the sites associated with the contact and manage site configurations within the contact.
• Select the Linked Contacts link from the left-hand navigation pane to view all contacts associated with the contact