Edit Contact Details

Undoubtedly, there will be times when you need to edit contact details in the system.  This is a fairly simple process that either an administrator or contact (investor) can facilitate. The main difference is the access point.  Instructions for both methods are listed below. 

How to Edit Contact Details

  1. Navigate to the contact's profile from the Contacts tab.  Select the name of the contact in question.


  2. Then on the contact's Overview tab, click the Edit Details button to make the necessary changes. Click the Update Contact button to save your changes.

How to Bulk Edit Contacts Details

  1. From the Contacts tab, click on the Download button and select the preferred template type: XLSX, CSV, or XLS to download the template.


  2. On the downloaded template, make the necessary modifications to the contacts you want to bulk edit on the portal.
    1. Contact ID is mandatory.
    2. Contact Full name is not mandatory.
    3. Contact Email Address is mandatory.
  3. Click the Upload button when ready to bulk edit the contacts using the completed template.

IMPORTANT: You will not be able to erase data that is already entered in the system. You can only update it.

TIP: Contact Client Success if you need assistance editing contact details in bulk.

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