Editing a contact

How to edit a contact and their contact details

Justin Morabito avatar
Written by Justin Morabito
Updated over a week ago

There are several places for you to view your Contacts: 

  1. Go to the Contacts page to view all of your contacts

  2. Go to the Clients and Contacts page within a lead or shoot to view all of the contacts for that particular lead or shoot.

To edit a contact while viewing the list of all contacts, click the contact's name or the 3 dots at the end of that row, and then click the "Edit" button. 

To edit a contact while viewing the contacts from within a lead or shoot, click the "Edit" button underneath the contact. 

While editing a contact, you can edit:

  • Their profile photo

  • Their name, saved as first and last name.

  • Their company name.

  • Their username, which is what they'd use to login to their client portal.

  • Their contact details (i.e. an email, a phone number, etc.), or add a new contact detail.

  • Their custom contact details, which are fields you can create to record other pertinent information about your clients (i.e. their birthday, anniversary, etc), or add a new custom contact detail.

  • Their address.

Clicking the 3 dots will also allow the options seen above.

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