Editing Contacts
The Edit Contact feature allows you to modify saved data and manage settings like group assignments, devices, or communication blocks.
Basic Information
Modify key contact details:
Email
Phone Number
First Name
Last Name
Company
Changes are saved upon confirmation.
Additional Data
For contacts with additional data (e.g., custom fields), use the search tool to locate information by:
Additional field name
Additional field type
Group Assignment
Assign contacts to or remove them from groups via a table listing available and assigned groups. Use action buttons:
Add: Assigns contact to the selected group.
Delete: Removes contact from a specific group.
Devices
If the contact uses a push application, this section provides:
Application name
Device token
Blockades
Set restrictions on messages to the contact:
E-mail: Block or unblock email communication.
SMS: Block or unblock SMS communication.
Push: Block or unblock push notifications.
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