Navigate to Manage > Contacts Find the contact you want to edit and click the blue View button on the left of the contact.
When the contact details screen opens, the fields available for editing are as follows:
Title | The contact’s title or honorific. |
First Name *Required | The contact’s first name. |
Last Name *Required | The contact’s last name. |
Default Email Address | Choose a default email address from the dropdown menu. Note that you cannot type in a new email address or edit an existing one here. You can click on Add New to add a new email address for the contact. To edit the email address, you need to navigate to Manage > Email Addresses |
Default Company | Choose the company from the drop down list with which the contact is most often associated. |
Gender | The contact’s gender |
Facebook URL | Their Facebook URL. |
LinkedIn URL | Their LinkedIn URL. |
Twitter Handle | Their Twitter handle. |
Mobile | Their mobile phone number. |
Office | Their work number. |
Home | Their home number. |
Active | Whether or not the contact is active. |
Notes | Add any notes you want associated with this contact. You might put in a source or other contact info. |
There are tabs at the bottom of the Edit contact screen.
Aeros | Any Aeros assigned to the contact will be listed here |
Companies | A list of all companies that the contact is associated with |
Email Addresses | A list of all email addresses for that contact |