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Edit a Contact's Name, Phone, Email, and Mailing Address

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Every field on a Revamp365 contact saves the moment you click away, so there is no Save button to hunt for. Open a contact, click the value you want to change, type, and the update is written and logged to the timeline automatically.

Open the contact

  1. In the left sidebar, click Contacts CRM.
  2. Click any contact row to open its detail page.
  3. The editable fields sit in the left details column: First Name, Last Name, the CONTACT INFO section (phone numbers plus an EMAIL sub-section), Mailing Address, and Property Address.

A contact detail page showing the inline-editable name, CONTACT INFO, EMAIL, and address fields in the left column

Edit the name

First Name and Last Name are separate inline fields near the top of the page.

  1. Click the First Name value, type the new text, and press Enter (or click away).
  2. Repeat for Last Name.

Revamp365 rebuilds the contact's full display name from these two fields, so update them rather than editing a combined name string.

Edit phone numbers

The phone area sits at the top of the CONTACT INFO section and holds one primary number plus any additional numbers.

  • Edit the primary number: click it, type the new value, then press Enter. You can also use the pencil menu and choose Edit Number.
  • Set the type: use the type pill or the pencil menu to pick Mobile, Home, Work, or Other.
  • Mark verification: choose Valid, Invalid, or Unknown.
  • Add another number: click Add Phone, enter the number, pick a type, and confirm with the check.
  • Remove a number: click the trash icon on that row.

Phone numbers must be a valid 10-digit US number (or 11 digits starting with 1). International numbers must start with +. An invalid entry triggers an error and is not saved.

Edit email addresses

The EMAIL block works the same way.

  1. Click the primary email to edit it, or open the pencil menu and choose Edit Email.
  2. Set verification to Valid, Invalid, or Unknown.
  3. Click Add Email to store additional addresses, or the trash icon to remove one.

Edit mailing and property addresses

Both Mailing Address and Property Address are single free-text fields that hold the full address on one line.

  1. Click the field (for example, "Enter full mailing address").
  2. Type the complete street, city, state, and ZIP.
  3. Press Enter to save.
Action Result
Save a mailing or property address Stored as one string; the linked property record updates
Clear the field The address is removed from the contact

Because the address is stored as a whole string, enter it exactly as you want it displayed.

What happens after a save

Each change shows a "Contact updated successfully" toast, stamps the contact's last-updated time, and writes an entry to the contact timeline. To attach a deal record or owned property instead of editing the address line, see add a property to a contact.

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