How do I edit an existing contact's record? Help Author March 22, 2021 23:54 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 above the Contacts name. Edit the contact and click Save. Related articles How do I assign a tag to a person or organization? How do I use filters and pivots in People section? Update notes for March 17, 2021 Update notes for September 19, 2019 How do I edit an outgoing communication (Letter/Email) in a Service Request? Comments 0 comments Please sign in to leave a comment.