Update contact information for a client or collaborator from either your Contacts tab or within a project.
Update contact info from the Contacts tab
From the navigation menu, select Clients > select Contacts
Hover over the contact you want to update > select the triple dot icon > select Edit client info
Make your changes
Select Save
Update contact info from within a project
The process is slightly different depending on whether you're editing a client/lead or a project collaborator (like a vendor).
Update a client's info in a project
From the navigation menu, select Projects
Select the project that holds the client you'll update
Select the client or lead you'll update from the participants list > select View client details
Next to the client's name, select the pencil icon
Make your changes > select Save
Notes:
If the client is marked as a marketplace relay lead, you may see a warning icon next to their name in the participants list and helper text under the email field. Replace the marketplace relay email with the client's real email address when you have it.
You can't add a sample/sandbox contact as a participant or client in a real workspace or project. The add controls are disabled and a tooltip explains the restriction.
Update a collaborator's info in a project
From the navigation menu, select Projects
Select the project that holds the collaborator you'll update
Select the collaborator you'll update from the participants list > select Participant info
Next to the collaborator's name, select the pencil icon
Make your changes > select Save
Note: Sample/sandbox contacts have limited editing options. In the Edit client info modal, the email field is read-only for sample contacts and shows a tooltip explaining that the email can't be changed because messages are delivered back for testing.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!