- Search for the contact you want to edit.
- Tap Search My Contacts or Search at the top of the screen.
- Enter search criteria.
- Tap on the Contact you want to edit.
- Tap on the three dots
next to the contact's name to open the menu.
- Tap Edit Firm Contact or Edit My Contact. The Edit Contact screen will open.
- Edit the contact as needed. The following fields are editable in Mobile:
- Title
- First name
- Last name
- Suffix
- Email Address (Required)
- Job Title
- Direct Phone
- Mobile Phone
- Tap Save.
- A message will appear stating that your changes are awaiting approval from your administrator.