You can edit profile, address, and communication method information for a contact. You can also edit a contact's journal entries and notes.

Adding notes to contacts

On the Contacts workspace, you can add notes about a selected contact in the Notes zone in the contact's profile. Entering and saving a note also adds it to the selected contact's Journal page.

To add a note to a contact:

1. Navigate to the Contacts workspace.
2. In the contact list, select the contact you want to add a note to, then touch Profile .
   The contact's details appear on the Profile page.
3. In the Notes zone, touch the text input field and enter the text for your note.
4. Touch Save .

The note displays at the top of the Notes zone and is available to all users.

Related links

Viewing contact journal entries

Editing contact profile information

You can edit a contact's profile, such as their name, position, or nickname, on the Profile page on the Contacts workspace.

To edit a contact's profile information:

1. Navigate to the Contacts workspace.
2. In the contact list, locate and touch the desired contact.
3. On the Profile page, to the right of the contact banner, touch Edit.
   The Edit page opens.
4. Make any desired changes, then touch Save .

The changes are saved and the contact's profile page appears.

Editing contact addresses and communication methods

You can edit a contact's addresses and communication methods on the Profile page on the Contacts workspace.

To edit a contact's addresses or communication methods:

1. Navigate to the Contacts workspace.
2. In the contact list, touch the desired contact, then touch Profile .
   The contact's Profile page displays to the right of the contact list.
3. To edit a contact's addresses, in the Addresses zone:
   1. Touch the Edit buttonfor the address that you want to modify.
      The Edit Address dialog opens.
   2. Modify address information for the contact, then touch Save .
      The Edit Address dialog closes.
4. To edit a contact's communication methods, in the Communications zone:

   1. Touch the Edit button  for the communication methods that you want to modify. The Edit Communication dialog opens.

      Info

      Phone numbers display using the following international format: + <countryCode> <nationalDestinationCode> <subscriberNumber>. The Country field defaults to show your preferred country.

   2. Modify communication method information for the contact, then touch Save . The Edit Communication dialog closes.
      

      Info

      When you enter a new phone number, the phone number will be validated for the country that you have selected. If the number is invalid, you will be prompted to either enter a valid phone number or select Unspecified in the Country field in order for your number to be accepted.

      Any legacy phone number in the system that has not been bound to a specific country displays as it was entered originally and the Country field shows as Unspecified. If you choose to make a new selection in the Country field, the phone number will then be validated for that country.

You have edited a contact's address or communication method information.

Editing notes

You can edit notes from the Profile page on the Contacts workspace.

To edit a note:

1. Navigate to the Contacts workspace.
2. Select the contact you want to edit a note for, then touch Profile .
   The contact's details appear on the Profile page.
3. On the Profile page, touch the note that you want to edit.
   The details page opens.
4. Touch Edit.
   The Edit page opens.

5. Touch any of the fields that you want to edit and make your desired changes.

   Tip

   When editing the For contact field, if you enter search terms that returns multiple results, the Select Contact dialog displays. You can touch the name of the contact you want to add from this list.

6. Touch Save .
   Your changes are saved and the details page displays.
7. Touch the left arrow to return to the Profile page.

You have edited the note.

Related links

Viewing contact journal entries

Editing journal entries

You can edit journal entries from the details page on the Journal page.

To edit a journal entry:

1. Navigate to the Contacts workspace.
2. Select the contact whose journal you want to review, then Journal .
   The contact's journal opens.
3. Touch the journal entry you want to edit.
   The details page opens.
4. Touch Edit .
   The Edit page opens.

5. Touch any field that you want to edit and make your desired changes.

   Tip

   When editing the For contact field or the Assign To user field, if you enter search terms that returns multiple results, the Select Contact or Select User dialog opens. You can touch the name of the contact or user you want to add from the list.

6. Touch Save.
   Your changes are saved and the details page displays.
7. Touch the left arrow  to return to the Journal page.

You have edited the journal entry.

Related links

Viewing contact journal entries