We all know that Contacts change, and you need to easily be able to update your data within Matrix to ensure you have the most up-to-date info at your fingertips.
Edit a Contact from the Contact Profile Page
Searching and accessing the Contact Profile page for your Contacts couldn't be easier when using the search bar at the top of your screen. Start typing the person's name, and then click their name from the dropdown that appears.
Once you're viewing the Profile Page edit the address/phone/social/etc details by clicking the pencil icon beside the Contacts name.
The following window will then appear, allowing you to update/edit any of that information.
NOTE: You can change the who the Contact is associated with here. For example, currently this Contact is associated with ABC Company (In the Company Field below). Simply remove them and add the new "Company Name".
Edit a contact from the Account Profile Page
You can also edit your Contacts while looking at the Account Profile Pages that they are associated with. To access the Account Profile, please type the Account name in the global search and select the Account name from the pop-up list.
Once you are on the Account Profile, you can view your Contacts by clicking on the Contacts tab. From there, hover over the Contact you wish to edit, click the gear that appears, and select "Edit".
The same edit pop-up we showed earlier will appear where you can adjust/save any changes.
Edit a contact from the Contacts List
If you'd like to edit several contacts all at once, the Contacts List will allow you to easily touch multiple Contacts at once.
Go to the LISTS menu bar, and select Contacts.
Once the list displays, click on the menu icon that appears on the far right next to the Contact that you wish to edit, and select "Edit".
Keywords: Contacts, CRM, Edit