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Edit a contact from the app

How to edit a contact's details from the Sidely Pro mobile app.

Open the profile of the contact to edit

To edit a contact in the Sidely Pro app:

  1. Open the side menu

    • Go to the Contacts section from the left side menu.

  2. Select the contact to edit

    • Scroll through the list or use the search bar to find the contact you want.

    • Click the contact's name to open their detailed profile.


Edit a contact's information

  1. Open the edit options

    • Once on the contact's profile, tap the three small dots at the top right of the screen.

    • Select Edit from the drop-down menu.

  2. Make the necessary changes

    • Update the fields you want:

      • Last name, first name

      • Job title

      • Email, phone

      • Any other relevant information

  3. Save the changes

    • Once you have made your changes, tap Save at the top right of the screen.


FAQ

1. Can I edit a contact without being connected to the internet?

Yes, but the changes will be synced once an internet connection is available.

2. Can I reassign a contact to another company?

No, a contact's assignment to a company is set when it is created and cannot be changed directly. If there is a mistake, you need to delete the contact and create a new one.

3. How do I know if my changes have been saved?

A confirmation is displayed after saving. You can also reopen the contact's profile to check the changes.

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