Editing Contacts

WebWorkstationMobile

Edit a contact profile when names, phone numbers, emails, addresses, birthdates, company information, or zyno.id tags change.

The contact editor uses the same layout for updating names, company details, contact methods, and addresses.

Permission Required

You need CRM edit access to change contact information.

Open The Contact Editor

1. Open Customers & Contacts.
2. Select the contact.
3. On the contact profile, select the contact name or the edit icon in Contact Info.
4. Make your changes.
5. Select Save.

Edit Phones, Emails, And Addresses

Existing phone, email, and address cards open a small action menu. From that menu you can:

• Set the value as primary.
• Edit the value, type, custom type, or note.
• Delete the value from the contact.

Use the plus button in each section to add another phone number, email address, or address.

Edit The Avatar

On larger screens, hover over the avatar and use the upload button to add or replace it. You can also open the avatar menu to replace or remove an existing avatar. On mobile, use the avatar button near the profile heading.

Name Formatting

When you save, ZynoSuite normalizes name, display name, and company casing. Review unusual capitalization before saving if a contact uses a specific stylized name.

What Editing Does Not Do

Editing contact information does not change historical transactions, receipts, or form submissions. Those records continue to show the contact relationship they were saved with.

Related

• Creating Contacts
• Profile Overview
• Notes