Editing a contact's details
People change emails, move house and get married. Keeping their contact up to date means your next invoice, gallery or message goes to the right place.
Editing details
- Open the contact and click Edit at the top of their page.
- Change what you need. The form has Contact type, Name, Email, Phone and Company, plus Address, City, State, Zip and Country.
- Click Save. You'll see "Contact updated".
Country takes a two-letter code, like US, GB or NG.
What changing an email affects
From the moment you save, everything you send goes to the new address. That includes resending a document you'd already sent before the change.
Emails that already went out went to the old address, and that history doesn't change. If your client says they never got an invoice, check whether it was sent before you updated their email. Email history on the invoice or booking shows exactly where each email went.
Update their existing contact rather than letting a second one appear. One person, one contact keeps their history together.
Two contacts on the same email
If an email address is on more than one of your contacts, your contacts list shows "Also used by another contact" under each of them. That's usually the same person twice. See Dealing with duplicate contacts for how to tidy it up.
Changing lead or client
Contact type is on the same form. Change it to Client for someone you worked with before CoreHue, or back to Lead for someone who went quiet. See Leads vs clients.
Archived contacts can't be edited
If you open an archived contact, there's no Edit button. Restore them first with Restore contact in the notice at the top of their page, make your changes, and archive them again if you need to. You can still add notes while they're archived. See Archiving and restoring contacts.
Field limits
| Field | Maximum |
|---|---|
| Name | 200 characters |
| 320 characters | |
| Phone | 50 characters |
| Company | 200 characters |
| Address | 500 characters |
| City and State | 100 characters each |
| Zip | 20 characters |
| Country | 2-letter code |
Frequently asked questions
Does changing a contact's details update documents I've already sent?
No. Documents keep the details they were sent with. Anything you create or send from now on uses the new details.
Will my client be told I changed their email?
No. Editing a contact is silent. They'll just start getting emails at the new address.
Can a contact have two email addresses?
No. Each contact has one email. If a client uses two, pick the one they read and keep it on their contact.
Why can't I edit a contact?
A contact you can't edit is probably archived. Archived contacts have no Edit button, so choose Restore contact first, then edit.