Overview
You can edit contact records from Contact Hub or from any existing customer or location record.
Note: If you edit a contact method that’s associated with more than one customer or location record, you’re prompted to confirm your changes before proceeding.
Who uses this feature
Office employees
Applies to all business types
Applies to all trades
Feature configuration
This feature is currently in Early Access and is subject to change.
Account configuration is required to use this feature. To update your account, please contact your success or implementation manager. Fill out the form and share your feedback here.
Edit a contact from Contact Hub
Open Contact Hub, then click the Active tab.
Search or filter for the contact you want to update.
Click the Name of the contact to open it.
To make changes, hover over the contact’s Name, Title, Label, Address, or Contact Methods and then click Edit
.
When finished, click the Check
to save your changes.
Edit a contact from a customer or location
Open the customer or location record, then click Edit
or View more from the Contacts section.On the All Contacts screen that opens, click the Name of the contact to open it.
To make changes, hover over the contact’s Name, Title, Label, Address, or Contact Methods and then click Edit
.When finished, click Check
to save your changes. 
View the history of changes made to a contact record
To see the history of changes made to a contact:
Open the customer or location record associated with the contact.
In the Contacts section, click the contact you want to view.
On the Contact Details screen that opens, click the Audit Trail tab.
(Optional) Use the Calendar
filter to search for the date the changes were made, or use the Username filter to search for the employee or employees who made changes.
On the Audit Trail tab, you can see all changes made to the contact’s name, title, contact methods, contact method memos, and associations. Each change includes a timestamp and the username of the office employee who made the change. This provides transparency, improves accountability, and allows you to trace and review historical changes to ensure data integrity.
Note: When you first start using Contact Management, the audit trail will be empty for contacts that already exist. Any new edits made to contacts will be reflected in the audit trail. If you’re viewing the audit trail while edits are being made, refresh your page to see the recent changes.