Contacts
- Unhiding Project Contacts
- About Contacts
- Create a Contact in the Hubsite
- Hiding Project Contacts
- Editing Company for "Filed Email" Contacts
- Creating a Contact Distribution List
- Editing a Contact
- Adding Contacts to a Project on CMap PIM
- Adding Contacts to a Project on CMap PIM
- Creating a new Hubsite Contact
Editing a Contact
Introduction
How to edit a contact in CMap PIM.
Navigate to Contacts list
In either the hubsite or project, navigate to the Contacts list.
Select Contact
Hover over the row of the contact you wish to edit and click the grey circle to select. You can use the
Filters panel to find your companies more easily.
Edit Icon
Once selected, the contact information panel will open. Click the edit icon in the top right-hand corner of
the panel.
Update Information
Update the contact information and then click Save to update the Contact details. From this panel, you
can also add a new address by clicking the Add Address icon, as well as edit any existing addresses
by clicking the edit symbol next to the address. Updates made on a contact in a project will also reflect
in the hubsite, other than for project-specific information such as project role.
Please note you cannot edit a contacts email.
Finished
You have now successfully edited a Contact.