How to Update or Delete a Contact (Customers)

Existing contacts are edited and deleted from the Contacts tab on the customer’s profile page. Each contact appears as a card with two icon buttons: a pencil (View) to open and edit, and a trash can (Delete) to remove the person.

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Before you start

• The customer must have at least one contact — see Add Contact.
• Deleting a contact is permanent; there is no undo.

Update a contact

1. Open the customer from Customers and select the Contacts tab (in the Profile group).
2. On the contact’s card, click the pencil icon (View). The View Contact window opens with their current details.
3. Edit any of the fields:
   • Name (up to 50 characters)
   • Email (up to 50 characters; must be a valid email if entered)
   • Phone (up to 12 characters; must be a valid phone number if entered)
   • Note (up to 500 characters)
   • Primary Contact — check or uncheck to change who carries the “Primary” label.
4. Click Update Contact. (Cancel discards your changes.)

You’ll land back on the Customer Summary with a green “Success! Contact updated successfully!” banner.

Delete a contact

1. On the same Contacts tab, click the trash-can icon (Delete) on the contact’s card.
2. Confirm the prompt “Are you sure you want to delete this contact?”.

On success you’ll see “Success! Contact deleted successfully!” and the card disappears.

What happens next

Changes show immediately on the contact’s card — including the “Primary” label and the click-to-email / click-to-call links. Deleted contacts are removed from the customer’s Contacts tab.

Tips & best practices

• Keep exactly one Primary. The label is set per contact, so after promoting someone, open the old primary and uncheck the box.
• Phone is capped at 12 characters here — use digits and dashes sparingly (e.g. 555-123-4567 fits; longer formatted strings won’t).
• If a person changes role, edit the Note rather than deleting and re-adding — you keep the same card and history.

Troubleshooting

• The View window opens with empty fields — the contact’s details failed to load; close the window and click the pencil again.
• Red banner about email or phone format — the values are validated on save; fix the format or clear the field.
• “Contact not found.” — the record couldn’t be matched when saving (possibly deleted in another session). Refresh the page.
• “Failed to delete contact.” / “An error occurred while updating the contact.” — the operation didn’t complete; try again, and contact support if it persists.

Related articles

• Add Contact — add a new person to the account
• Customer Summary (Profile Page) — where the Contacts tab lives
• Update Customer — edit the customer record’s own email and phone