How do I update information for a contact?

1. To edit an individual contact’s information, select a contact from your list. Once clicked, an overview of the contact’s information will open to the right. Simply click into the editable fields and make your edits as needed. The changes you make will save automatically so no need for a save button! 

2. You can also change this information once you fully access the contact’s Contact page by selecting “View Details” in the contact overview. To change the information in the Contact page click into the section you would like to edit and proceed to edit as necessary. Once done, select “Apply Changes” below to save your changes.

To learn more about the Contacts Page, please watch this video


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