Edit a contact

Introduction

You can edit a contact's record at any time to keep the information in your database up to date.

For example, you can update contact information, addresses, billing details, and professional information, or add new content as your relationship with the contact evolves.

In this guide, you'll learn how to edit a contact's record and save your changes.

Step 1: Open the contact' record

Step 2: Update the information

Edit or fill in the desired fields.

For example, you can:

• update your first name, last name, or company name;
• change email addresses, phone numbers, or links;
• add or update addresses and hours of operation;
• edit professional information or billing information;
• Add tags, folders, attachments, or notes.

You don't have to edit all the fields—you can just edit the ones you're interested in.

For a complete description of the available fields, see the article Add a Contact.

Step 3: Save your changes

When you're done, clickSave. The new information will be updated in the contact' record .

Edit more Contacts

If you need to update a large number of Contacts at the same time, you can use the Excel file import feature instead of editing each record manually.

During the import, Artshell can automatically update the Contacts entries already in the database, eliminating the need to manually edit each individual record entry.

To learn how to prepare the file and correctly update the Contacts, see the article Import " Contacts " from an Excel file.

Conclusions

Keeping your contact records up to date ensures that you always have a reliable and easily searchable database.

For more information, see also:

• Add a contact
• Delete a contact
• Import Contacts an Excel file
• Organize Your Contacts Tags and Lists
• Folders and Attachments