Editing a Contact

To edit a Contact, follow the steps below.

1. Click on the checkbox before the contact 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.

Figure: Editing a Contact

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, will discard all the edits and updates.

Additionally, the contact details can also be edited by clicking on the contact name which will open the Contact Details page.

Figure: Edit contact on the Contact Details page