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Edit a contact record

Update contact information, with guidance on which fields can and cannot be changed.

Written by Cristiana Ghinea

You can update contact details in the Contacts module by entering edit mode.

Edit contact details

To edit a contact, follow the steps below:

  1. In the Contacts module, find the contact you want to update.

  2. Click Edit.

  3. The record enters edit mode. The fields you can change will now be interactive.

  4. Make any updates you need.

  5. Click Save to confirm your changes.

Fields you cannot edit

Some fields cannot be edited directly, such as those generated by system functions or combined from other data.

An example of this is the Name field in the Details tab.

This field is a combination of Title, Firstname, and Keyname from the Biographical tab. This field will be greyed out and uneditable during edit mode, but any changes made to the other three fields will be pulled through to the name field.

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