Editing Contacts

WebWorkstationMobile

Edit a contact profile when names, phone numbers, emails, addresses, birthdates, company information, tags, contact types, alternate names, or marketing preference change.

The contact editor uses the same layout for updating names, company details, contact methods, and addresses.

Permission required

You need CRM edit access to change contact information.

Getting there

Open Customers & Contacts, select the contact, then open the editor from the contact name or the edit icon in Contact Info.

Open the contact editor

1. Open Customers & Contacts.
2. Select the contact.
3. On the contact profile, select the contact name or the edit icon in Contact Info.
4. Make your changes.
5. Select Save.

Edit phones, emails, and addresses

Existing phone, email, and address cards open a small action menu. From that menu you can:

• Set the value as primary.
• Edit the value, type, custom type, or note.
• Delete the value from the contact.

Use the plus button in each section to add another phone number, email address, or address.

Edit alternate names, tags, types, and marketing

Use Alternate Names to keep another first and last name for the same contact, with an optional note. Alternate names are searchable and can help staff recognize a contact without replacing the primary name.

Use Tags to apply the named CRM labels that your administrator configures—these are not physical zyno.id Keytags that members scan for check-in. Use Contact Types to classify a contact with one or more available types. The Marketing control distinguishes Never asked, Opted in, and Opted out.

Select the action menu beside an alternate name to edit or remove it. Removing an alternate name does not remove the contact or change its primary name.

Edit the avatar

On larger screens, hover over the avatar and use the upload button to add or replace it. You can also open the avatar menu to replace or remove an existing avatar. On mobile, use the avatar button near the profile heading.

Name formatting

When you save, ZynoSuite normalizes name, display name, and company casing. Review unusual capitalization before saving if a contact uses a specific stylized name.

What editing does not do

Editing contact information does not change historical transactions, receipts, or form submissions. Those records retain their stored contact relationship.

Common issues

Problem	What to check
Edit controls are missing	Confirm your role has ZynoCRM edit access
You cannot open the contact	Confirm the contact exists and your filters are not hiding it—see Searching
Tags or types are missing	Ask an administrator to configure tags and contact types
Avatar controls differ on mobile	Use the avatar button near the profile heading on small screens

Related

• Creating Contacts
• Profile Overview
• Contact Tags
• zyno.id Keytags
• Relationships
• Notes