How to Edit and Manage Contact Details on Web

Ensure your database stays accurate by updating information as client needs change.

• Enter Edit Mode: Select a contact and click Edit Details.

• Update Info: You can change or add:

  • Profile Images: Click the "+" on the avatar to upload a photo.

  • Contact Methods: Add secondary emails or phone numbers.

  • Address: Update mailing info for more accurate geocoding.

  • Relationships: Link spouses or family members to the profile.

• Save: Click Save Changes at the top to sync the updates.