Edit, Archive and Delete a contact

Edit a contact

1. Hover your mouse over the Contacts tab and click Contacts.
2. Select your contact from the list or search for them via the search form at the top of the page. You can search for a contact by their name, email or phone number..
3. Click on the Edit tab.
4. Update the contact details.
5. Once you have finished updating/entering the details click Update Contact.

Archive a contact

Archiving a contact will store them away for future reference. Once a contact is archived, iDashboard will no longer send any emails to the contact, or reference them within other areas of the system.

1. Hover your mouse over the Contacts tab and click Contacts.
2. Select your contact from the list or search for them via the search form at the top of the page. You can search for a contact by their name, email or phone number.
3. Click on the Actions Menu icon located in the top right of the contact and click Archive Contact.

Delete a contact

Deleting a contact from iDashboard will permanently remove all of their details from the database. This action cannot be undone, and once deleted their details are gone forever.

1. Hover your mouse over the Contacts tab and click Contacts.
2. Select your contact from the list or search for them via the search form at the top of the page. You can search for a contact by their name, email or phone number.
3. Click on the Actions Menu icon located in the top right of the contact and click Delete Contact.

For more information on Adding Contacts, please refer to this article.