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Editing Contact was no where to be found

0 Votes

Editing Contact was no where to be found

I was searching all over for the edit tab for the contact but could not see it anywhere. I had to call customer service just for them to tell me that I just needed to click on the email itself. How confusing is that? Please have an indication that that can be done or have an edit button. Thank you!
41 Comments
Occasional Visitor
When I edit a contact, there is no option to "Save" and move on to the next contact. I have to come all the way out of it and go back in to the "Add A Contact" screen. Need to have a way to save and go to the next contact without coming out of the contact info screen.
Moderator
Status changed to: New
 
New Member
The old system was so much easier
Moderator
Status changed to: New
 
Moderator

Hi Jackie,

You can create a new list using the menu on the left of Contacts page. Use the plus sign to add a new list.

 

As for adding contacts, are you importing a file or just pasting email addresses in to upload?

Regular Visitor
Requiring that contacts be exported for editing is cumbersome. I would prefer to be able to edit contacts directly.
CTCT Employee

As discussed, you can more easily edit contact details directly within your account. The following link provides some great information:

 

View or Edit a Specific Contact's Details

CTCT Employee
Status changed to: New
 
Occasional Visitor
Your new format is hard to figure out-where is the edit button??
Moderator
Status changed to: New
 
Moderator

Hi Tim,

What information are you looking to edit? You can edit any contact information by clicking into the contact details and then clicking on any area you want to edit. You will see the field open up for you to make changes. 

 

2-19-2014 12-43-34 PM.jpg

Moderator
Status changed to: New
 
Moderator
Status changed to: New
 
All Star
I need an easier & quicker way to edit contacts & then return to contact page.
CTCT Employee
Status changed to: New

There is an easier way to edit those bounced email addresses, Susan! When you're viewing the Email > Reports > Bounces page, look to the right of the email addresses and you should see an little "pencil" icon. When you click it, it will allow you to edit the email address right on that page. This way, you're not moving around from contact to contact and just stay in one place. I am including an image of what this will look like.

 

If you have any addition questions, please don't hesitate to reach out to the support team here at 855-229-5506 when you're ready!recommended_removal.png

Occasional Visitor
I would like to edit my contacts list and add their first name and surname but what a bind it it to have to click into each one and find the fields to edit. Could there not be a facility where you can just add the name from the master list?
Moderator
Status changed to: New
 
Moderator

Thanks for sharing this feedback. You could always upload an updated file of this contact information to make all of the updates at once!

All Star
Suggestion of a button or a more clearly defined way to edit. Right now you have to click some words that are not underlined, and don't change colour or the mouse in any way when you hover over them.
Moderator
Status changed to: New
 
Moderator

Great ideas, Jennifer! Thanks for posting.

Occasional Visitor
Can you give us an easier way to edit contacts that have opened an email? For example, if there is a contact that opened an email and for whatever reason their name is not there or not complete, to add the name to that contact involves an incredible amount of back and forth clicking: Clicking on the contact, editing the contact, going back to the list (which is set to a view 50 default that can not be changed. This becomes really difficult and time consuming when you are editing contacts that are #1500 (for example) on the opened list! There has got to be an easier way!
Moderator
Status changed to: New
 
Moderator

Thanks for posting this feedback!

Moderator
Status changed to: New
 
Moderator

Thanks for posting this feedback!

Regular Visitor
When someone has a change of email address, they stop receiving the emails. I've tried changing their names and that doesn't help. Why does this happen? I've tried over and over to delete and add new; but because their names are already in the system, it doesn't accept editing. HELP!!!
Moderator

HI @PaulaL 

Are these contacts all active? Do you see any errors when you try to update the email address within the existing contact?

 

If possible, please email us an example of an email address that this is happening with and I can look into the details. In your email, please include a link to this post so we can get you an update.

 

Thanks!

Moderator
Status changed to: New
 
Visitor
What I said above.
Moderator

HI @JPerry

Are you referring to information that is part of existing contacts? If so, you can edit this information by clicking on the piece of information you want to edit on the contact's profile. You will see the area open up so you can make edits. 

Moderator
Status changed to: New
 
Occasional Contributor
I have a bunch of contacts to add. You need an "Add new contact" button. No idea where to find way to open new contact field after I have just added one. Guess i will have to dig around. Inconvenient.
Visitor
how in the world does one do that?! how counterintuitive! ridiculous!
Moderator

Hi @JessHaas

Thanks for posting! Once you have added a contact to the account you would need to find them in the list view or search for them and then click on their name. You should be redirected to the contacts profile where you can click on any field or information to edit or add it. 

 

Thanks!

Moderator
Status changed to: New
 
Moderator
Status changed to: Voting Open
 
Administrator
Status changed to: Certified Great Idea
 
Regular Visitor
Jeff was very helpful and efficient. I was attempting to update a church members email address. When I clicked on her name, the email address did not appear clickable (although it is) and so I couldn't figure out how to change her email address. Perhaps it could appear in a field window or be a different color to show that it is editable. :smileyface: Thanks!
Administrator
Status changed to: Voting Open
 
CTCT Employee
Status changed to: Closed - Implemented