How to Edit or Delete an Existing Contact

Overview:
Update contact details or remove outdated contacts to keep your records accurate and secure.

Steps to Edit:

1. Under Contacts, locate the contact row and click the Action (⋮) menu → Edit.

2. Update any fields in the Account Details form.

3. Click Save to apply changes.

Steps to Delete:

1. Click the Action (⋮) menu on the contact row → Delete.

2. Confirm the deletion in the prompt. The contact is removed from the list.

Tips & Best Practices:

• Before deleting, ensure the contact has no open tasks or outstanding invoices.

• Use Export (above the table) to back up your contacts list before bulk deletions.

Troubleshooting / FAQs:

• Edit menu missing: You need “Edit Contacts” permission—ask your admin to grant it.

• Cannot delete contact: Check for linked records (projects, invoices); reassign or close them first.