Edit a contact's details, or where their roles live
Use Edit on the contact page to change a contact's name, email, phone numbers, title, and notes. The contact's roles, meaning which property they're on and what they're responsible for (for example approvals or billing), are listed under the Roles tab.
To update extra information defined by your business, use Edit on that custom field's card in the right column and click Save. Each field saves individually. Required fields must be filled in; optional fields can be cleared. Cancel discards the draft. Admins can add or change the available fields in Settings → Custom Fields.
The Edit form is also where you set roles: it has a Customer-level roles section and a Property-level roles section (use "+ Add Property-level roles" to pick a property and its roles). Open the property picker and type in Search properties to narrow the list by its displayed name or address; your selected properties stay selected while you search. The property picker's list starts with a Select all option that assigns every property still available to that role group in one click, which saves clicking through them individually on an account with many properties. You can alternatively add a property role from that property's own Contacts card. With the picker open, use the arrow keys to move through results and Enter to choose a property; Escape closes the picker.
You can delete a contact even while their automations are in progress:
Open the contact and choose Delete Contact.
Review the confirmation and select Delete.
Future automated messages to that contact stop, and their roles are removed. Job approval outreach is recalculated using the remaining eligible contacts and their role priorities. If no eligible contact remains, no replacement job approval outreach is scheduled. Previous messages stay in the history; messages already sent cannot be recalled.
A contact is tied to one customer; to involve a different account, use or create a contact under that customer.
Where to find it: On the contact page, the Edit link (which sets roles too) and the Roles tab; you can also add a property role from that property's Contacts card
Related guides
Last updated
Was this helpful?