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How to edit an existing contact
How to edit an existing contact
Brendan Shaw avatar
Written by Brendan Shaw
Updated over 2 months ago

1. Navigate to https://app.allotrac.io/ and log in to your allotrac.io site

2. Click the "Manage" tab from the side menu

3. Click the "Contacts" button from the side menu

4. Click the search bar and type in the company name of the contact you wish to edit

5. Once the results load, click on the correct contact

6. This will open the contact. If you wish to edit or manage the addresses linked to this contact, click the "MANAGE ADDRESSES" button in the top right hand corner of the contact card

7. If you want to edit an existing address for this contact, click on the correct address

8. Then click the "EDIT" button and make your changes

9. Click the "SAVE" button to save these changes

10. If you need to add a new address to this contact, click the "ADD ADDRESS" button pictured below

11. If you want to edit the other contact information, click the "EDIT" button in the top right hand corner

12. Make the necessary changes that you must make to any of the below fields and once finished, click the "SAVE" button to save these changes

You have now edited this contact. These changes will now be live for this contact card within your Allotrac.io site

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