Editing a Contact

Keep personal, communication, and association details up to date for every contact.

What you can do

• Change name, role, or type
• Update phone, email, and address information
• Modify links to companies, groups, or events
• Add or edit notes and documents

How to edit

1. Go to Contacts and open the contact profile
2. Click Edit in the profile view
3. Update the necessary fields
4. Save changes when ready

Note Changes automatically update the contact wherever they are linked (events, projects, company rosters, etc.)

Related guides

• Managing addresses
• Attaching documents