How to Update Contacts

Step-by-Step Walkthrough

1. Navigate to the "Contacts" page.

2. Click on the button with three dots or click directly on the desired contact row to edit.

   

3. If editing a contact, fields will be displayed for modification.

   NOTE: in the video, not all fields are available in this specific team setup.

4. Admins or guests with permissions can click on any field to make edits.

   --If a guest lacks edit permissions, clicking on fields will result in no action.

   --Admins can assign specific fields to guests for editing in the settings.

   --Notice field values that are lists (drop-downs) and checkboxes (tags).