Editing Contacts

The Edit Contact feature allows you to modify saved data and manage settings like group assignments, devices, or communication blocks.

Basic Information

Modify key contact details:

• Email

• Phone Number

• First Name

• Last Name

• Company

Changes are saved upon confirmation.

Additional Data

For contacts with additional data (e.g., custom fields), use the search tool to locate information by:

• Additional field name

• Additional field type

Group Assignment

Assign contacts to or remove them from groups via a table listing available and assigned groups. Use action buttons:

• Add: Assigns contact to the selected group.

• Delete: Removes contact from a specific group.

Devices

If the contact uses a push application, this section provides:

• Application name

• Device token

Blockades

Set restrictions on messages to the contact:

• E-mail: Block or unblock email communication.

• SMS: Block or unblock SMS communication.

• Push: Block or unblock push notifications.