Editing & Deleting Contacts

By selecting the ellipsis icon in the contacts profile page, admin users may accomplish the following:

  • Edit: To edit a contact’s information, select "Edit" after selecting the ellipsis icon. On the new window that appears, edit the desired fields and select “Save”.

  • Delete: To delete a contact and its associated data (meetings, notes, and tasks), select "Delete" after selecting the ellipsis icon. On the new window that appears select “Delete Contact” to confirm.

  • Note: Please use caution when deleting contacts, as this action is irreversible.
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