Edit Communication

Edit Communication

Overview

The Edit Communication feature lets you update and manage your communication details and preferences within the system. Whether adjusting phone numbers, email addresses, or notification settings, this feature provides a simple interface to keep communication channels accurate and up to date. Quick modifications ensure reliable connectivity and support seamless interactions across the platform.

Start Editing Mode

  1. Option 1: Click the Edit icon in the context menu on the Contact card.
  2. Option 2: Click the Edit option dropdown on the Contact Details screen.
Option 1


Option 2

  1. After you click Edit, a screen appears where you can choose the section to modify.
  2. The screen displays the following sections:
    1. Address
    2. Avatar
    3. Communication
    4. Details
    5. Roles
  3.  To edit communication details, click the Communication band. The Communication screen opens in editing mode.

Edit Communication

In this section, you will find a detailed guide to help you update your business communications easily. The instructions provided here will guide you through editing communication details, such as email address, phone number, mobile number, or fax number.

View List of Communications

  1. After clicking the Communication band, the communication screen appears, displaying the communications list.
  2. A contact can have multiple communication channels.
  3. For example, the following communication types appear in the screenshot below:
    1. Business
    2. Private
  4. You can also add a new communication using the Add button.
  5. Clicking it or anywhere within the band lets you edit further.

Edit Existing Communication

  1. When you select a band from the communication list, the corresponding communication screen appears, where you can modify the existing communication. The screen displays various fields with pre-filled data:
    1. Communication Type:
      1. Use this field to change the communication type.
      2. The dropdown lists the following communication types:
        1. Billing
        2. Business
        3. Private
        4. Shipping
        5. Other
      3. Select a value from the dropdown to change the communication type.
    2. Email Address: Update the email address in this field. 
    3. Phone Number: Update the phone number in this field. 
    4. Mobile Number: Update the mobile number in this field. 
    5. Fax Number: Update the fax number in this field.
    6. To save your changes, click Save in the action area.
  2. To discard your changes, click anywhere on the breadcrumb. A confirmation pop-up appears. 

Delete Existing Communication

  1. When you hover over the communication band, the Delete icon appears in the row. 
  2. The Delete icon removes the selected communication.
  3. To delete the selected communication, click the Delete icon.
  1. When you click Delete for a band, a confirmation pop-up appears.
  2. The pop-up has two options — a Yes button and a No button.
  3. Click Yes to delete the band.
  4. Click No to cancel the deletion.

Set Your Default Communication

  1. When you hover over the communication band, the Default icon appears in the row. 
  2. The Default button lets you designate a communication as the default for your contact.
  3. To set the selected communication as the default, click the Default icon.

  1. Once you set a communication as the default, a Default chip appears on the band. 

Add New Communication

  1. To add a new communication, click the Add button on the screen.

  1. After clicking Add, the Add Communication screen appears.
  2. Fill in the details in the following fields:
    1. Communication Type:
      1. This field requires you to select a communication type and cannot be left blank.
      2. The dropdown lists the following communication types:
        1. Assistance
        2. Business
        3. Private
        4. Other
      3. You cannot create two communications of the same type.
    2. Email Address: Enter a communication email. This field is required.
    3. Phone Number: Enter the Phone Number.
    4. Mobile Number: Enter the mobile number. This field is required.
    5. Fax Number: Enter the fax number.
    6. To save any changes, click Save in the action area.
  3. To discard your changes, click anywhere on the breadcrumb. A confirmation pop-up appears.
  1. After clicking Save, the new communication appears in the list.


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