Edit Communication

Edit Communication

Overview

The Edit Communication feature allows users to update and manage their communication-related information and preferences within the system. Whether adjusting phone numbers, email addresses, or notification settings, this functionality provides a simple and intuitive interface to keep communication channels accurate and up to date. By enabling quick modifications, it ensures reliable connectivity and supports seamless interactions across the platform.

Start Editing Mode

  1. Option 1: Select the Edit icon from the context menu on the Contact card.
  2. Option 2: Select the Edit option drop-down on the Contact Details screen.
Option 1


Option 2

  1. After clicking the Edit button, a screen will appear where you can choose the section you want to modify.
  2. The following sections are provided on the screen:
    1. Address
    2. Avatar
    3. Communication
    4. Details
    5. Roles
  3.  To edit communication details, click on the Communication band. The Communication screen will open in editing mode when you click the band.

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 on the Communication band, the communication screen will appear, displaying the communications list.
  2. It is possible for a contact to have multiple communication channels for their business.
  3. For instance, the following communications are shown in the screenshot below:
    1. Business
    2. Private
  4. You can also add a new communication using the Add button provided 
  5. Clicking on it or anywhere within the band will allow you to edit a level further.

Edit Existing Communication

  1. When you select a band from the communication list, you will be taken to a corresponding communication screen where you can modify the existing communication. The screen will display various fields with pre-filled data:
    1. Communication Type:
      1. This field allows you to alter the communication type.
      2. A drop-down must include a list of options. The following is the list of communication types:
        1. Billing
        2. Business
        3. Private
        4. Shipping
        5. Other
      3. Select the value from the drop-down 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 any changes, click the Save button in the action area.
  2. To discard the modification, click anywhere on the breadcrumb. Upon clicking the breadcrumb, a confirmation pop-up will appear. 

Delete Existing Communication

  1. When you hover over the communication band, the Delete icon will appear in the row. 
  2. The Delete icon lets you delete the selected communication for your Contact.
  3. To delete the selected communication, click the Delete icon.
  1. When you click the Delete button for a band, a pop-up will appear to confirm the deletion.
  2. The pop-up will have two options - a Yes button and a No button.
  3. If you select the Yes button, the band will be deleted.
  4. However, the deletion process will be terminated if you select the No button.

Set Your Default Communication

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

  1. Once the chosen communication is set as the default, a Default chip will appear on the band. 

Add New Communication

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

  1. After clicking the Add button, an Add Communication screen will appear.
  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. A drop-down must include a list of options. The following is the list of communication types:
        1. Assistance
        2. Business
        3. Private
        4. Other
      3. Please note that if any option is already selected and a communication is created, it will not be available in the drop-down list. This means you cannot create two communications of the same type.
    2. Email Address: This field allows you to enter a communication email, and it is a required field.
    3. Phone Number: Enter the Phone Number.
    4. Mobile Number: Enter your mobile number; this field is required.
    5. Fax Number: This field allows the user to add the fax number.
    6. To save any changes, click the SAVE button in the action area.
  3. To discard the modification, click anywhere on the breadcrumb. Upon clicking the breadcrumb, a confirmation pop-up will appear.
  1. Once you click the Save button, the newly created communication gets added to the list.


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