How to update contact details

    CategoryContacts and Companies
    Article typeDocumentation
    Estimated reading time 3 min read
    Last reviewedRecently reviewed
    Applies toGEVADE CRM accounts where the feature is enabled
    Access requiredAccess may depend on your user permissions
    Plan/configuration noteFeature availability may depend on your selected plan and account configuration

    Summary

    To update a contact's details, search for the contact, open their record, click into the relevant field in the left-hand details panel, make your changes, and click Save.

    Who this article is for

    All users responsible for managing customer relationships and database hygiene.

    Overview

    Keeping contact information up to date is vital for successful communication and accurate reporting. Whether a customer changes their phone number or moves to a new company, updating their record ensures your database remains reliable.

    Before you begin

    • Ensure you have permission to edit contact records.

    Step 1: Step 1: Find the Contact

    Navigate to the Contacts dashboard and use the search bar to find the specific contact.

    Step 2: Step 2: Open the Record

    Click on the contact's name to open their full record.

    Step 3: Step 3: Edit Details

    On the left side of the screen, locate the Contact Details panel. Click directly into the field you wish to change (e.g., Email, Phone, Address) and type the new information.

    Step 4: Step 4: Update Custom Fields

    In the same left-hand panel, look for the General Info or Additional Info sections where custom fields are stored. Expand the section if necessary and update the fields.

    Step 5: Step 5: Save

    Scroll to the bottom of the panel and click Save.

    Configuration note

    Changes to contact details are often logged in the contact's activity history, allowing you to see when a change was made and by whom. Be aware that changing certain fields might trigger automated workflows, where available in your account.

    Important clarification

    Overwriting data instead of appending: If a client has a secondary email, consider adding it to a custom 'Secondary Email' field rather than deleting their primary one. Also, forgetting to click Save will discard your changes.

    Resolution guidance

    Why didn't my changes save?

    Check if you have a stable internet connection. Also, ensure that the data you entered matches the required format for that field (e.g., entering text into a number-only field will prevent saving).

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