Edit a Contact

Owned by Matt Kepple
Dec 14, 2021
2 min read

You can edit a contact using your mobile phone

Steps

  1. Access the Contact Profile Page of the contact you want to edit

  2. Press the red settings button on the right of their Button Menu

  3. You arrive on the Edit Contact page

  4. The page displays the Contact Forms being used on this contact and the fields within each Contact Form

  5. Actions you can do:

    1. Press Add another Contact Form Tab to add another Contact Form to this contact

    2. Press one of the grey Contact Forms to view (and edit) the fields from that particular Contact Form

    3. Scroll down to see the fields within the Contact Form you are currently looking at (the one with the blue outline)

  6. Scroll to the bottom and press Save once you have finished making your changes