Edit Contacts

To edit contacts, follow the steps below:

1. Click on the checkbox next to the contact.

   

2. Within the metadata panel on the right-hand side, make neccessary changes to the metadata fields.

   1. Contact Type*: Select a contact type from the dropdown list.
   2. Main Contact: Check or uncheck the Main Contact checkbox to designate the contact as a main contact. If selected, the Main Contact column in the contacts screen will display Yes and vice versa.
   3. Email Address*: This field is non-editable.
   4. First Name*: Enter or update the contact's first name.
   5. Last Name*: Enter or update the contact’s last name.
   6. Status: Enter or update the contact’s status.

      

3. Once all the changes are made, click on the Save button.