Edit contacts

To edit a contact you need to have permissions to edit its account. For more information on account access, see Overview: Account Sharing.

To edit a contact

  1. From the Contact record page, click Edit.
  2. Modify the fields on this page as appropriate.

    Depending on your experience, either an asterisk or a red bar indicates a mandatory field. These fields need to be complete before you can save the record.

    Contact information details

    Salutation

    Select a salutation for the contact.

    First Name

    Enter the contact's first name.

    Middle Name

    Enter the contact's middle name.

    Last Name

    Enter the contact's last name.

    Title

    Enter the contact's title within their organization.

    Dear Enter the greeting that can be used when writing to this person. For example, if the contact's name is Anthony Chamberlain, you might enter 'Mr. Chamberlain' in this field.
    Account Name When you create a contact from the Account page, the name of the account displays here. You can select a different account, if needed.

    Contact Owner

    This is the owner of the contact. By default, the user creating the contact is the owner.

    Email and Phone details

    Phone, Mobile, and Fax

    Enter the contact's phone numbers.

    Email

    Enter the email address for the contact.

    Email Opt Out

    Select this option if the contact does not want to receive email correspondence.

    Address information details

    All fields Enter the contact's mailing address and, if applicable, secondary address.

    Comments details

    Description Enter additional information about the contact that is helpful to remember.

    System information details

    Created By

    This is the user who created the contact and the date and time of the creation.

    Last Modified By

    This is the name of the user who last updated the contact and the date and time of the update.

  3. Click Save.
Learn more...

Overview: Contacts

Delete contacts