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 use filters and pivots in People section? How do I create a new person? Communications Video: How do I edit people records? How do I assign a tag to a contact or organization? What happens to email that is sent to our casework email address? Comments 0 comments Please sign in to leave a comment.