You can edit profile, address, and communication method information for a contact. You can also edit a contact's journal entries and notes.
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:
- Navigate to the Contacts workspace.
- In the contact list, select the contact you want to add a note to.
The contact's details appear on the Profile page. - In the Notes zone, touch the text input field and enter the text for your note.
- Touch Save .
The note displays at the top of the Notes zone and is available to all users.
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:
- Navigate to the Contacts workspace.
- In the contact list, select the desired contact.
- On the Profile page, to the right of the contact banner, touch the Edit button .
The Edit page opens. - Make any desired changes, then touch Save .
The changes are saved and the contact's Profile page appears.
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:
- Navigate to the Contacts workspace.
- In the contact list, select the desired contact.
The contact's Profile page displays. - To edit a contact's addresses, in the Addresses zone:
- Touch the Edit button for the address that you want to modify.
- Modify address information for the contact, then touch Save .
- To edit a contact's communication methods, in the Communications zone:
- Touch the Edit button for the communication methods that you want to modify.
Modify communication method information for the contact, then touch Save .
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.
You can edit notes from the Profile page on the Contacts workspace.
To edit a note:
- Navigate to the Contacts workspace.
- Select the contact you want to edit a note for.
The contact's details appear on the Profile page. - On the Profile page, touch the note that you want to edit.
The details page opens. - Touch the Edit button .
The Edit page opens. Touch any of the fields that you want to edit and make your desired changes.
- Touch Save .
Your changes are saved and the details page displays. - Touch the left arrow to return to the Profile page.
You have edited the note.
You can edit journal entries from the details page on the Journal page.
To edit a journal entry:
- Navigate to the Contacts workspace.
- Select the contact whose journal you want to review, then touch Journal .
The contact's journal opens. - Touch the journal entry you want to edit.
The details page opens. - Touch the Edit button .
The Edit page opens. Touch any field that you want to edit and make your desired changes.
- Touch Save .
Your changes are saved and the details page displays. - Touch the left arrow to return to the Journal page.
You have edited the journal entry.