Editing a contact's details


Editing a contacts information can be done in two ways:

  1. From your Contact settings
  2. Directly on a matter
If you change a contact's email address, they will then be linked with any Matters associated to that email address. It is not advised to edit or merge contacts in this way.

From your Contact settings

  1. Navigate to Settings > People > Contacts
  2. Search via name, email or organisation
  3. Select the desired contact
  4. Make the amendments
  5. Save
Updating information on an existing contact card will update the details on any matters they are associated with as a stakeholder.

Directly on a Matter

  1. On a Matter, select 'Edit' on the Stakeholders contact card
  2. Make the amendments
  3. Save
Updating information on an existing contact card will update the details on any matters they are associated with as a stakeholder.
If you incorrectly add a stakeholder to a matter, you should not use the edit functionality. Remove the contact and then add the correct one instead.

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