Keeping your Contacts Book current is vital for maintaining effective communication on Pactima. Whether it’s a simple email change or updating a contact's name after a legal name change, updating contact information is a straightforward process. Here's how to keep your contacts up-to-date.
Guide to Updating Existing Contacts:
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Access Your Account:
- Click on the 'Account' button located in the top right corner of the header to open your account options.
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Enter the Contacts Book:
- Look for the 'Contacts Book' card in the middle of your account dashboard and click on it.
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Select a Contact to Update:
- Browse through the list of contacts that are currently saved in your account.
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Edit Contact Information:
- To modify a contact's details, click on the pencil icon or 'Edit' button next to the contact's name.
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Make Your Changes:
- You can now change any details such as the contact’s name, email address, or other pertinent information.
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Confirm the Update:
- After making the necessary changes, ensure to click on the 'Confirm' button to save the updates.
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Review the Updated Information:
- It's always a good practice to review the updated information to ensure accuracy.
Tips for Successful Contact Management:
- Regularly review your contacts to ensure all details are current, especially if a contact’s information frequently changes.
- Take note of the last update date if available, as it can serve as a reminder for when a contact was last reviewed.
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