Editing Contacts

Overview

Contacts open in a detail slideout where you can update fields, track activity, and manage member access. Changes save as you edit.

Open a contact

Details tab

Use the Details tab to update:

• Basic Information: Name, Email, Phone, and Company
• Address: Street Address, City, State, Postal Code, Country
• Additional Fields: Job Title, Birthday, Website, LinkedIn, Twitter, Facebook, Instagram
• Custom Fields: Your custom field types (text, number, date, boolean, select)

Email editing safeguards

If a contact email is linked to HiveKey authentication, the email field is locked. Click the field to open Unlock email editing?, then choose Unlock.

If the contact is marked as Unsubscribed, Bounced, or Complained, you’ll see Confirm email change before the edit is saved.

Lists and tags

Use the Lists and Tags sections to add or remove list and tag assignments for the contact.

Edit lists

In the Lists row, click Edit Lists to open the list selector. From here you can:

• Search lists by name
• Check or uncheck lists to apply them to the contact
• Sort by Newest, Oldest, A–Z, Z–A, Checked, or Unchecked
• Add a new list by typing a name and pressing Enter
• Rename or delete lists using the list actions

Click Save Lists to apply your selections.

Edit tags

In the Tags section, use the tag manager to:

• Search tags by name
• Check or uncheck tags to apply them to the contact
• Sort by Newest, Oldest, A–Z, Z–A, Checked, or Unchecked
• Add a new tag by typing a name and pressing Enter
• Rename or delete tags using the tag actions

Click Save Tags to apply your selections.

Activity tab

Review a timeline of key events, including form submissions, email activity, member actions, and access changes.

Notes tab

Add internal notes, edit existing notes, or delete notes when they are no longer needed.

Tasks tab

Create reminders and follow-ups, then mark tasks complete as you work through them.

Member tab

The Member tab centralizes membership status and access:

• Invite Member or Resend Invite to send a member invitation
• Disable or Enable a member
• Access lists courses, communities, and events the contact can access
• Grant access adds new access; Revoke removes access

Subscriber status is shown near the top of the slideout. Click the status badge to open Subscriber status, then choose Unsubscribe or Resubscribe. If a contact was previously unsubscribed, you may be asked to confirm with Resubscribe anyway?