Editing a Contact

Modified on Mon, 17 Jul 2023 at 06:22 PM

This article will walk you through how to edit a contact.

  1. Start by clicking on the search bar at the top right of your Actionstep home page and entering the name of the contact that you want to edit.
    Search bar on the Actionstep home screen
  2. Click on the "Edit" buttonA contact record with the 'Edit' button highlighted
  3. Edit or add any of the fields on this screen (this is the same screen as the create contact screen.)
  4. When you are finished editing the contact click on the green "Save" button.The 'Edit contact' screen with the 'Save' button highlighted



Q. I need to edit a contact (name spelled incorrectly), and my system won't let me edit. Why?

A. In order to edit a contact, you need to get to the contact record from the contacts list (or the search box), not from the matter. 

This is to prevent a user from changing the name of a contact in a matter when they have added the incorrect contact to a matter. Previously we had issues where users would change the name (thus affecting every instance of that contact record), rather than removing the contact and adding a new one.


Q. I'm unable to delete a contact record. Why? 

A. All data is saved against a contact record. If you have used the contact record in any billing transactions, matters, etc. you cannot delete the contact record. 

greyed out delete button and info pop up on a contact record

For more information on this subject, please see our article on deleting contacts.


Q. How do you load a picture to a contact?

A. To set a profile image for a contact:

  1. Open up the contact record
  2. Click on the placeholder image at the top left of the screen (if replacing an existing one, click on the existing image)
  3. Select the image from your computer
  4. Click "Save" and there you have it

This also works for replacing existing profile images.

NOTE:  Once the image is uploaded, it can only be changed and not deleted/reverted back to the default.


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