Edit and Delete a Contact

You can update a contact's details or archive them directly from their contact record. Archiving removes the contact from active lists without deleting their history.

Edit a contact

Open the contact record and update the fields you need to change.

1. Go to Contacts in the sidebar.
2. Click the contact you want to edit.
3. Click Edit on the contact record.
4. Update any fields: Name, First Name, Last Name, Business Name, Email, Phone Number, Address, or Notes.
5. Click Save to apply your changes.

Tip: If you need to update a contact's email address, edit the contact record directly rather than creating a new one — this keeps their case history intact.

Delete (archive) a contact

Archiving a contact removes them from active lists but preserves the record for future restoration.

1. Go to Contacts in the sidebar.
2. Click the contact you want to delete.
3. Click the more options menu (three dots) on the contact record.
4. Select Delete Contact.
5. Confirm the action.

Note: Deleting a contact archives them — they are removed from active lists but their record is preserved. Archived contacts can be restored if needed.

Warning: Deleting a contact does not remove them from cases they are already linked to. Review case associations before archiving.

Related: Create a Contact · Link a Contact to a Case · Contact Groups