Editing a Contact name
Select the pencil icon to the right of the Contact name. Edit the first and/or the last name. Click the tick icon to save.
Editing Contact details/custom data
To edit Contact details or custom data, hover over the right side of the details and click on the pencil icon next to the field.
Click the tick icon to confirm and save any changes made.
To delete data from these fields click on the Trash icon. Confirm the deletion by selecting Yes in the confirmation window.
Note: Primary Contact details can be set by clicking on the star next to the edit button. The primary flag will be used to identify which data field to include list views and exports.