How to Edit and Update Contact Details

Learn how to edit contact details, including basic info, contact type, relationships, and more, in ARTERNAL's contact profiles.

Written by Yujia Zheng
October 17, 2024

Step 1: Access the Contacts Tab

• In the Contacts tab, select the contact you wish to edit.

Step 2: Open the Edit Page

• In the contact profile, click the Edit icon.

Step 3: Edit Contact Details

• On the Edit Contact page, make any necessary updates, then select Done.

Sections to Edit:

1. Basic Information:

Enter the contact's name, job title, and other basic details.

2. Contact Type, Tags, and Roles:

Choose the contact type (e.g., individual, company, joint account, trust, or foundation). You can also add tags and roles to further categorize the contact.

3. Contact Info and Address:

Add or edit emails, phone numbers, and addresses. To add multiple entries, click the blue plus button.

4. Relationships:

Document any relationships between this contact and others in your account. This makes it easy to include associated contacts when sending smart mail.

5. Additional Information:

Enter any other relevant details as needed.

Step 4: Finalize Changes

• After making all necessary edits, scroll back to the top and click Done to save.

Frequently Asked Questions (FAQ):

Q: How do I edit a contact’s details in ARTERNAL?
A: Go to the Contacts tab, select the contact, click the Edit icon, update the information, and click Done to save your changes.

Q: Can I add multiple email addresses or phone numbers for a contact?
A: Yes, you can add multiple entries by clicking the blue plus button in the Contact Info and Address section.

Q: How do I document relationships between contacts?
A: In the Relationships section, you can link the contact to other contacts in your account for easy reference.