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You can edit the fields within the Bio box (top left) on the Contact Profile pagealso change a contacts information using the Edit Icon ( image-20240801-054955.pngImage Added ) present alongside the field in the Bio Section on the left side.

How to use it?

  1. Go to the Contact Profile page.

  2. You can see all the contact details in the Bio section and each editable field has the edit icon beside it.

  3. Click the icon. It will open the field so you can edit it.

  4. After making changes, click on the save icon ( image-20240801-055807.pngImage Added ) to save the changes or discard the changes using the close icon ( image-20240801-055854.pngImage Added ).

  5. This will do the necessary changes to the contact.

    chrome-capture-2024-8-1.gifImage Added

This is useful as it a quick method to edit details without navigating to a different page. This is also beneficial when you only want to change a single entry as then you do not have to go through the entire form and save it to change something minor.

Info

The Admin of an organisation or a Project Manager has the permission to change Contact’s Type that has been assigned to a contact.

You can also edit the fields using the Edit Bio button within the Bio box (top left) on the Contact Profile page.

This option is helpful when you want to change a lot of details or add more details using a new contact form. Add an additional Contact Form to an existing contact

Steps

If you find that you don’t have permission to edit a contact - it might be because of the permissions

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