Editing Company for "Filed Email" Contacts

Editing Company for "Filed Email" Contacts

Introduction

 

How to edit a company for Filed Email contacts.

 

Navigate to Contacts

 

In either the hubsite or project, navigate to the Contacts list.

 


Note - This is the only time you can update a Contacts Company Name. If a Contact already has 
an assigned Company you cannot change their Company.

 

Select Contact


Hover over the row of the contact you wish to edit and click the grey circle to select.

 

Note - 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.

 

Select Company 


Select Company and begin typing in the correct Company Name. Then click Save to update the 
Contact details.


Note - From this panel you can also add a new address by clicking the Add Address icon, as well 
as editing any existing addresses by clicking the edit symbol next to the address.


Note - If the company does not exist you can create your new company using the briefcase icon to 
the top right of Company.

 

Finished 

 

You have now successfully edited a Contact's Filed Email Company Name.
 

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