How to update contact details

This guide explains how to update contact information such as first name, last name, email, and phone number in SortScape. There are several ways to access and edit contact details depending on where you are in the application.

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What you can edit

When editing a contact, you can update the following information:

• Display Name
• First Name
• Last Name
• Company
• Mobile Phone
• Landline Phone
• Email Address (supports multiple emails separated by commas)

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Entry points for editing contacts

1. From the contacts list (desktop only)

The Contacts screen provides a comprehensive list of all your contacts.

To access the contacts list:

1. Navigate to the main menu and click Contacts. To edit a contact:

2. Click on any contact’s name in the table.

3. Click the Edit button in the top-right corner of the screen.

4. Update the details and click Save.

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2. From a property (desktop)

When viewing a property from the desktop view, you can quickly edit the associated contacts directly from the property page.

To edit a contact:

1. Navigate to any property page (e.g. “123 High St”).
2. In the property details section, find the Service Contact or Billing Contact. (It should be a person’s name.)
3. Click the contact’s name to open their details.
4. Click the Edit button in the top-right corner of the screen.
5. Update the details and click Save.

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3. From a property (mobile app)

When viewing a property in the mobile app, you can quickly edit the associated contacts directly from the property page.

To edit a contact:

1. Navigate to any property page (e.g. “123 High St”).
2. In the property details section, find the Service Contact or Billing Contact. (It should be a person’s name.)
3. Click the contact’s name. This will automatically open the contact form in “edit” mode.
4. Update the details and click Save.

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Important notes

• You need appropriate permissions to edit contacts.
• If you don’t see edit buttons or options, contact your administrator.