This article is a step-by-step guide showing you how to edit an individual contact. In The One Question Platform, you can edit a contact’s first name and last name. However, only Admin, Manager and Supervisor users can do this – Agent users can’t edit a contact.
Edit an individual contact
To edit an individual contact, click on the ‘Contacts’ tab on the top panel.
This takes you to the Contacts main page.
Find the contact you’d like to view. You can look through the list, or to refine your search you can use the filters. Or alternatively, search for them using the search bar on the left-hand side.
Once you’ve found the contact, hover over them and you’ll see three dots appear on the right-hand side.
When you click on the three dots, three options appear in a dropdown underneath.
Click on ‘Profile’.
You’ll now see the contact’s profile.
On the left-hand side, you’ll see a yellow ‘Edit Contact’ button.
Click on this.
A modal window will appear.
In here, you can edit the contact’s first name and last name.
When you’ve finished making your changes, click ‘Edit’.
Your changes have been saved!