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How to Update Contact Details
How to Update Contact Details
Updated over a month ago

How to Update Contact Details

After uploading a list of contacts you may need to change some of their details.

For example, you may have a contact that just moved and you need to add/update their address.

To add custom contact fields like addresses, please check out this article on Getting Started with Custom Contact Fields.

This article will take you step-by-step on how to update your contact's details.

  1. Navigate to your contact list by going to "Contacts" on the left-hand side of the TextSpot application under "Recipients."

  2. Find the contact you would like to update/edit by using the table filters, search bar, or sorting features and select the contact. (Phone number has been covered for privacy purposes.)

  3. You will then be directed to the contact's details. If you do not see a Custom Field in the Custom Fields section, you need to create a Custom Field first.

    In this example you can see that there are three custom fields:
    Birthday, Address, and Inventory.

  4. To add/edit those details, select the edit button in the top right corner of the Contact Details box.

  5. You will be redirected to the Contact Details Edit page.

  6. To update any information, simply fill in the blank details and select save. After saving the Contact Details, go back to the contact's page by selecting " < Contacts" in the upper left corner.

  7. You should now see that the details have been added/updated on the Contact Details page.

    Now you know how to update a contact's details.



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