Editing a Contact

Modified on Fri, 3 May at 1:52 PM

In this article:



Once you've created a contact, there will be times you need to update information on the contact's record. 



How-To Video





Editing a Contact

You can edit a contact, including updating their identity, contact information, personal details, and so forth.


To do this:

  1. In Actionstep, enter the name of the contact you need to update in the Quick Search box, then select the contact from the list of results. 
  2. While viewing the contact card, click Edit. The Editing Contact page appears. 
  3. Review the information and make any updates you need. (See Adding a Contact for more information on theses fields.)
  4. When you are finished making changes, click Save to save your work. 



Related Articles:

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article