Editing Individual Contacts in the Contact Database

In this article, we'll review how you can edit individual contacts within your contact database.

Every contact within your database has their own CONTACT DETAILS page. You can access this by clicking the hyperlink in the FIRST NAME column for the contact.

When you click an individual's first name, their CONTACT DETAILS page will open in a new tab.

You can edit an individual's contact details at any time. To do this, click EDIT CONTACT.

The EDIT CONTACT pop up window will appear. You can amend any of these details, then press SAVE CONTACT.

To amend the lists that a specific contact belongs to, click ADD TO LIST.

The REMOVE FROM OR ADD TO CONTACT LIST(S) pop up window will appear.

The lists that this specific contact belongs to will appear in the REMOVE FROM table. To remove them from a list, check the box next to the corresponding list and click REMOVE.

The lists that this specific contact does not belong to will appear in the ADD TO table. To add them to a list, check the box next to the corresponding list and click ADD.

If you scroll down to the bottom of the individual's contact page, you can see their EVENT HISTORY (ALL INVITES) table. The ATTENDED column details their register history and how they've responded to past invites.

There is a section for GENERAL NOTES. You can add a new note by clicking on the pencil icon.

The ADD A GENERAL NOTE pop up window will appear. Type your note into the textbox, then click ADD NOTE.

You can view note history and delete notes by clicking the clock icon.

Any issues with bounced or blocked emails would be listed in the SEND STATUS table. This contact hasn't had any issues in this regard, so they are listed as active.