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Edit a contact

Edit any detail on a contact record, with one exception, a credentialed user's email is locked and can only be changed by deleting and recreating the user.

Written by Phil Wheaton

Edit a contact

Edit a contact by opening the record and typing over what you want to change. One field is the exception, and it matters: a credentialed user's email cannot be edited.

A credentialed user's email is locked

Once a contact becomes a credentialed user, their email is locked to that record. To change the email of a credentialed user:

  1. Delete the user.

  2. Create a new contact with the new email address, and check the Credentialed User box again.

There is no way to edit the email in place. Plan for this before mergers, domain changes, or bulk email updates.

Before you start

You need Contact Manager permissions.

Steps

  1. Search for the contact you want to edit.

  2. Click the blue edit icon at the end of the record.

  3. Type over any detail you want to change: names, phone numbers, emails (non-credentialed contacts only), business unit, or list memberships.

  4. Click Save. Click Cancel to discard your changes.

Bulk changes

Updating many records at once? Skip the one-at-a-time editing and bulk-update by export and re-import.

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