How do I edit an existing contact's record? Help Author March 28, 2019 18:09 Updated Follow Click on the People section in the navigate menu. Use the Filters to locate the contact. Hover over the contact tile and click on the contact details arrow. Click on the pencil icon next to the Contacts name. Edit the contact and click Update. Related articles How do I edit an outgoing communication (Letter/Email) in a Service Request? How do I assign a tag to a person or organization? Comments 0 comments Please sign in to leave a comment.