Edit a Contact

After you initially create a contact record, you can edit contact information as needed.

Pre-requisites: You must have access rights that allow you to edit contact records.

To edit a contact record:

1. In the Navigation pane, go to the Hubs section and select Contacts.
2. Use the search field above the contact name to search for and select the contact record that you want to edit.
3. Complete either of the following to edit a field on the Contacts form:
   • Hover over a field, and click beside the field to open the field in edit mode.
   • Click Actions > Edit.

     This opens all fields on the Contacts form in edit mode.

     Note that when you edit the contact Name or Title, the header information updates upon saving the record.

4. Use the remaining tabs to add or edit contact information. For information in grids that is editable, edit the information directly in the grid.

   Tab	Purpose
   Overview	Review and edit key data, such as the contact description and other addresses.
   Activities	Review activities that have occurred or that are scheduled for the contact. You can also add new activities.
   Associations	Create and maintain lists of the project opportunities and other contacts that are associated with the contact.
   Marketing Campaigns	Create and maintain lists of the marketing events or activities that are designed to reach new and existing clients to generate new business and improve future marketing success. These campaigns may be related to specific contacts.
   Our Team	Create and maintain a list of the employees who are associated with the contact and describe their relationships to that contact.

   Your system administrator may add custom tabs to supplement these.