How to Edit an Existing Contact
-
Navigate to Contacts
- Go to your Pocketbook dashboard and click Contacts in the left-hand menu.
-
View the Contact
- Select the three-dotted line on the far right side of the contact you want to edit.
-
Navigate to Edit
- Select the Options tab in the top right of the contact view.
- Select Edit from the drop-down menu.
-
Edit the Contact
- Edit, add, or change any of the contact's primary or business contact information.
- All primary contact information is editable but cannot be left blank.
- If the business name is attached to a business email domain, it cannot be changed. For more information on business names, refer to our help article here: Business Names.
- Edit, add, or change any of the contact's primary or business contact information.
-
Update the Contact
- Select Update in the bottom right after editing the contact.
- A green confirmation modal will appear at the top right to let you know your contact has been successfully updated.
Still Need Help? Contact our support team at support@pocketbook.tech.
Comments
0 comments
Article is closed for comments.