Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Setup

Edit a contact

Before you begin

Make sure you're assigned to a permission group that has Contacts enabled.

Edit and update 1 contact

  1. Go to
    Setup
    , then
    All Contacts
    .
  2. Select the contact, then select
    Edit
    .
  3. Make changes and select
    Save
    .

Edit and update multiple contacts

You can change some general information for multiple contacts at once.
  1. go to
    Setup
    , then
    All Contacts
    .
  2. Select multiple contacts in the list, then select
    Edit
     in the toolbar.
  3. Select
    Next
     to change general information for contacts.
  4. Make changes and select if you need to undo any changes. Select
    Next
     to review them.
    note
    To change the display name format, you'll need to select contacts of the Individual entity type.
  5. Select
    Show Details
     to see more information or to remove a selection from the list of items you're editing.
  6. Select
    Done
     to save your changes, or select
    Previous
     to go to back to the last step. Select
    Cancel
     to undo all changes and go back to the contact setup page.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Setup
  • Audiences: Staff