Edit a contact's details
Update a contact's name, email, phone, stage, budget, address and other details.
Before you start
- You need permission to edit clients.
Steps
- Open the contact from CRM > Contacts and click Edit. (Or click … on the row and choose Edit contact.)
- Change any of: First name, Last name, Company, Email, Phone, Budget, Stage, Connection, Found via, Currency, Trade discount (%) for suppliers, and the address.
- Click Save.
What happens next
- The contact is updated everywhere it is used, including projects and invoices.
- If you changed the email and Gmail is connected, past emails with the new address are linked to the contact.
Good to know
- The page doesn't stop you clearing a name or email, so check before you save.
- If the new email already belongs to another contact, the save fails.
- The contact page shows Linked projects: projects where this contact is the main client.
- There is no history of changes to a contact.