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Editing and Updating Contacts

Learn how to update a contact's name, email, phone, owner, and other details — including which fields you can edit inline directly from the contact's page.

You can update a contact’s details, such as their name, email, phone, or time zone, directly from their profile page. 

Edit a contact’s details

  1. In the left sidebar, click People to open your Contact List
  2. Click the contact’s name to open their profile.
  3. Hover over the field you want to change and click the pencil icon to edit.
  4. Enter the new value.
  5. Click the checkmark to save, or the x to cancel.

A confirmation message appears in the corner once the change is saved.

Edit custom fields

If your account uses custom fields for contacts, scroll down to the Custom Fields. Click any value to edit it the same way as the standard fields.

Change the profile picture

  1. Click the round avatar at the top of the contact’s page.
  2. Upload a new image (JPEG, PNG, or GIF, 200 × 200 px or larger), or remove the current one.

Contact Fields that affect reminders

Most fields are for your records. These ones change how and when the contact receives reminders:

  • Email: Used for email reminders. If a Bouncing badge appears, correct the address, then click Remove Bouncing. Until you do, the contact will be skipped for email reminders.
  • Phone: Used for SMS reminders. An Undelivered badge means a previous SMS couldn’t be delivered. After correcting the number, the badge clears after the next successful delivery, or you can contact support.
  • WhatsApp: Used for WhatsApp reminders, if your plan includes them.
  • Time Zone: Reminders are sent based on the contact’s time zone, not yours.
  • Send Notifications: Turns all reminders on or off for this contact. To stop just one channel, leave this on and change Delivery Type instead.
  • Delivery Type: Choose which channels to use: email, SMS, WhatsApp, or any combination.

Changes to Email, Whatsapp and Phone apply starting with the next scheduled reminder, since reminders are queued in advance.

Archive a contact

Contacts can be archived rather than deleted, so their history is kept. Turn on Archived in the Details card to hide the contact from active lists. For more detail, see Archiving a Contact.


Troubleshooting

  • Issue: I don't see a pencil icon or my edits aren't saving.
    Solution: Your role doesn't include edit permission. Ask an account admin to assign you a role with Contact Update permission, or change your role from Viewer/Reader to User or higher.
  • Issue: I changed the email address but reminders are still going to the old one.
    Solution: Reminders are queued ahead of time. New addresses take effect from the next scheduled send. If the contact had a Bouncing badge, also click Remove Bouncing so the system stops skipping them.
  • Issue: I can't find a "delete contact" button.
    Solution: Contacts are archived rather than hard-deleted, so historical data is preserved. Toggle Is Archived on the contact's Details card, or follow the steps in Archiving a Contact.