Editing a 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.

 

 

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