Edit a Contact
With project editor-level permissions, you can edit a contact's information to specify a trade, or change the name, organization, or phone number for the contact by going to.
Changes to the Name, Organization, or Phone fields are not project-specific. This means they apply to that contact's profile throughout the entire enterprise.
For instructions on editing your own contact details, see Edit Your User Profile.
- From the home page, under Projects, select the name of
the project you want to open.Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.The Dashboard for the project appears.
- Click the Contacts tab.
In the row for the contact you want to edit, click and select
The Edit Contact window appears.
- Modify the Name, Organization, Trade, or Phone fields as needed.
- Click the Save Contact button.