Whether you're in a task, message, call, or chat, you can quickly access a contact’s details with a single tap. This seamless process ensures that all team members can effortlessly view and update contact information, keeping everything organized and up to date.

1. Tap Contacts and select the contact you wish to edit.
• Tip: Contact names are also highlighted throughout the app to easily navigate to their contact information.
2. Tap the information icon .
3. Tap the more options icon .
4. Select Edit contact.
5. You can update:
• Name and description
• Telephone numbers - you may add multiple numbers
• Email - you may add multiple email addresses
• Address
• Skills
• Relations

6. Once all changes have been made, tap Update contact.

Note:For more guides on additional actions from the contact card view, see Access customer interaction history and Send an email or message to a contact.