Edit Contact

Edit Contact

Overview

In this section, you will find detailed instructions on how to modify the information of a contact that you have already added to your list. By using the edit option, you can make changes to their details, such as name, email address, phone number, and business information, such as address, company name, job title, and more. Additionally, you can update the contact's communication details, including their preferred contact method, time zone, and language preferences.

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

Edit Contact

  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 any of the sections, click on the respective band. The respective section will be opened in editing mode upon clicking the band.

Modify Personal Details

Once you click on the Details band, you will be directed to the Contact Details screen. Here, you will be able to edit the existing details. The following fields will appear with pre-populated data, and you can modify any of them:
  1. First Name: Edit your first name in this field.
  2. Last Name: Edit your last name in this field.
  3. Email: This field will be disabled. You cannot edit the email address in this field.
  4. Birthday: Edit your date of birth in this field.
  5. Save: By default, the Save button will be disabled. Once you modify any of the fields, the Save button gets enabled, allowing you to save the changes.
Modify any of the fields and click on the Save button to save the modification.
To discard the modification, click anywhere on the breadcrumb. Upon clicking the breadcrumb, a confirmation pop-up will appear.


  1. When you try to exit the screen without saving your changes, a pop-up will appear seeking confirmation.
  2. If you discard the changes, click the Yes button.
  3. However, if you want to keep the changes, click the No button. This will close the pop-up, and you will remain on the screen. Remember to save your changes by clicking the Save button.

Modify Contact Avatar

This section offers detailed guidelines to help you modify or revise your contact's current logo. By following these steps, you can easily update or edit the logo to match your contact's identity.
  1. Once you click on the Logo band, you will be taken to the contact Logo screen.
  2. This screen will show the logo if it is configured. When you visit for the first time, you won't see any logo in the placeholder.
  3. You will find a Change and Remove button for both logos on the screen. If you click the Change button, you can replace the existing image. On the other hand, if you want to delete the logo, you can use the Remove button.
Notes
The JPG, PNG, BMP, and SVG formats should be supported for uploading the image/logo.

  1. To add a logo, simply drag and drop the image from your local system into the placeholder. Please note that the drag-and-drop function will only work if no logo has been uploaded yet.
  2. Additionally, you can click on the upload icon in the placeholder.

  1. A local browsing pop-up will appear. Browse through your local system and locate the image.
  2. Once you find it, select the image and click Open.

  1. The pop-up will include the following options to edit the image:
    1. Crop
    2. Zoom in and Zoom out
    3. Rotate anti-clockwise and rotate clockwise
    4. Flip Vertically and Flip Horizontally
    5. Reset
  1. A Save Image button is provided to save the cropped image. Once you have completed the modifications, click on the Save Image.

  1. Once you hit the Save button, the image gets added to the contact.
  2. Click on the Remove button to remove the image.
  3. Click the Change button to replace it with another image, and follow the same process as explained above.


Modify Addresses

In this section, you will find comprehensive instructions to help you edit or update existing contact addresses with ease. By following the steps mentioned here, you can make changes to the address details hassle-free.

List of Addresses

  1. After clicking on the Address band, the address screen will appear, displaying the list of addresses.
  2. It is possible for a contact to have more than one business address.
  3. For instance, the following addresses are shown in the screenshot below:
    1. Business
    2. Billing
  4. You can also add a new address using the Add button provided. 
  5. A chevron icon is located at the end of each band. Clicking on it or anywhere within the band will allow you to edit a level further.

Edit Existing Address

  1. When you select a band from the address list, you will be taken to a corresponding address screen where you can modify the existing address. The screen will display various fields with pre-filled data.
    1. Address Type:
      1. This field allows you to modify the address type.
      2. A drop-down must be provided with the list of options. Following is the list of address types:
        1. Billing
        2. Business
        3. Private
        4. Shipping
        5. Other
    2. Address Line 1: Please fill in the Address Line 1 and 2 fields with your physical address details. You can modify both fields if needed.
    3. Address Line 2: If the address is long and cannot be accommodated in Address Line 1, enter the remaining address in this field.
    4. Zip: The ZIP field allows you to edit the ZIP code.
    5. City: The City field allows you to modify the city name.
    6. Country: You can use the drop-down menu for the country name and select the appropriate country from the list.
    7. 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.

  1. When you try to exit the screen without saving your changes, a pop-up will appear seeking confirmation.
  2. If you discard the changes, click the Yes button.
  3. However, if you want to keep the changes, click the No button. This will close the pop-up. Remember to save your changes by clicking the Save button.

Add New Address

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

  1. After clicking the Add button, an Add Address screen will appear.
  2. Fill in the details in the following fields:
    1. Address Type:
      1. This field allows you to add the address type.
      2. A drop-down must be provided with the list of options. Following is the list of address types:
        1. Billing
        2. Business
        3. Private
        4. Shipping
        5. Other
      3. Please note that if any of the option is already selected and an address is created, the option will not be available in the drop-down list. This means you cannot create two addresses for the exact address type.
    2. Address Line 1: The field allows you to add physical address details in Address Line 1, and it is a mandatory field.
    3. Address Line 2: Provide the continuation of the address in this field.
    4. ZIP: This field allows the user to add the ZIP code.
    5. City: This field allows the user to add the City name.
    6. Country: A drop-down Country field allows the user to provide the country name. The user can select the required country name from the drop-down.
    7. To save any changes, click the SAVE button in the action area.
To discard the modification, click anywhere on the breadcrumb. Upon clicking the breadcrumb, a confirmation pop-up will appear. 

  1. The new shipping address has been added to the list.

  1. When you try to exit the screen without saving your changes, a pop-up will appear seeking confirmation.
  2. If you discard the changes, click the Yes button.
  3. However, if you want to keep the changes, click the No button. This will close the pop-up. Remember to save your changes by clicking the Save button.

Delete Existing Address

  1. Once you hover the mouse on the address band, the Delete icon will appear on the row. 
  2. The Delete icon lets you delete your contact's selected address.
  3. To delete the selected address, click the Delete icon.
Notes
Please note that you cannot delete the address marked as the Default address. If you want to delete that address, first assign another address as the Default, then proceed to delete the original address.


  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.

Default Address

  1. Once you hover the mouse over the address band, the Default icon will appear on the row. 
  2. The Default icons button allows you to designate a selected address as your default address for your contact.
  3. To set the selected address as the default address, click on the Default icon.

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

Edit Communication

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

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 be provided with the 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. 

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 the communication type, and it cannot be left blank.
      2. A drop-down must be provided with the 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 of the option is already selected and a communication is created, the option will not be available in the drop-down list. This means you cannot create two communications for the exact communication type.
    2. Email Address: This field allows you to enter a communication email, and it is a required field.
    3. Phone Number: This field allows you to add the Phone Number.
    4. Mobile Number: This field allows you to add the mobile number, and it is a required field.
    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.

Delete Existing Communication

  1. Once you hover the mouse on the communication band, the Delete icon will appear on the row. 
  2. The Delete icon lets you delete your Contact's selected communication.
  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.

Default Communication

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

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

Edit Role

  1. Once you click on the Role band, the below screen will appear.
  2. The screen will display a list of your environments. On this screen, you can assign environment-based roles to your team members.

  1. Each band will represented by a separate environment.
  2. At the end of the section, a drop-down menu is available. Using this menu, you can modify the assigned role of your contact which you have assigned while inviting the contact.
  3. A list of roles is provided in the drop-down options. If you want to restrict a contact's access to a specific environment, simply select the No Access option from the drop-down menu.
  4. Once you have assigned the required roles, click on the Save button to save the changes.



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