Editing contacts

Quick Tutorial Full Training

Easily edit contacts to change their information, such as name, contact details, and more.

Do the following to edit existing contacts:

  1. Go to Community > Find contacts.
  2. Search for a contact using the provided search filters.

    3. Tip: If you need to add additional search filters, see Editing the default search queries.

  3. Select the contact's ID.
  4. Edit the desired information on the page by clicking the associated edit (pencil) icon.
  5. Save the changes.