Edit a Contact

✏️ Editing a Contact in Acquaint CRM

1. Locate the Contact - Use the Contact List to find the individual you wish to update.

2. Select the Contact - Click Select to open the Contact’s record.

3. Enter Edit Mode - In the Contact’s profile, go to the Contact tab on the ribbon menu. Click the Edit button located in the Actions group.

4. Make Your Changes - Update the necessary fields with the new information.

5. Save Your Updates

   • Click Save to keep the record open

   • Or click Save and Close to apply changes and exit the screen