How To: Edit a Contact or Organization

The minimum amount of information needed to create a Contact or Organization is a name or an email address. Likely, you will want to add much more than that! Once a Contact or Organization has been added to a Box, you can edit the Contact Card from two places: 

From the Box Details View

  1. Navigate to the Box Details View
  2. Click on the Contacts and Organizations Section to expand your options
  3. Click on your Contact or Organization to open the Contacts Card
  4. Click on the field you would like to edit (such as the name or phone number). 
  5. Edits made to the Contacts Card are saved automatically and can be found in the Contact's History section

From the Pipeline Spreadsheet View

  1. Navigate to the Pipeline Spreadsheet View
  2. Click into the Contacts and Organizations Column
  3. Click on the Contact or Organization to open the Contacts Card
  4. Click on the field you would like to edit (such as the name or phone number). 
  5. To add more than one phone number or address, click the + sign
  6. Edits made to the Contacts Card are saved automatically and can be found in the Contact's History section

Tip: If you do not see a Contacts and Organizations Column in your Pipeline Spreadsheet View, you can add a new Column to your Pipeline

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