Edit a contact

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To change a person's details:

  1. 1Open Kontakter from the sidebar.
  2. 2Find the contact in the list — type in the search box to narrow it down if you have a lot of them.
  3. 3Open the menu at the end of the contact's row and choose Redigera kontakt, or open the full record first.
  4. 4Update whatever you need — name, email, phone, job title, owner, address, and any custom fields your company has added.
  5. 5Press Spara ändringar.

Many fields can also be changed without opening the record at all: click a cell directly in the list, for example the email or the assigned user, and edit it in place.

Which company the person belongs to is not edited here. Company links live on their own card on the contact's page, because a contact can belong to several companies at once — see "Add a contact to a company".

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