1. In the navigation sidebar, go to Contacts > All Contacts
  2. Scroll, search, or filter to find the relevant contact
  3. Select the contact to open a preview*
  4. In the preview panel on the right, click View Details
  5. In the Overview tab, click the edit icon ✏️
  6. Update the contact details in the text fields, including organization information, Access Level visibility, and email notification preferences
  7. Click the save icon  💾 to finish

 

 

*Shortcut: Click directly on contact names to access their full details.