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How Do I Edit a Contact?
Updated over 3 months ago

Related Questions:

  • Edit a contact

  • Change a contact's information

  • Can I change a client's contact information?

Answer:

  1. Click on Contacts in the left-hand sidebar

  2. Search for the Contact

  3. Click the Contact name

  4. Click Edit on the section you would like to make changes to

  5. Enter your changes into the fields

  6. Click Save

Additional Information

Merge Fields will be also updated, unless the fields are used in a Locked Document or Email already sent.

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