Client Keeper Support
Web AppManaging Contacts

How to Edit and Manage Contact Details on Web

Update your contacts' details easily

Ensure your database stays accurate by updating information as client needs change.

  • Enter Edit Mode: Select a contact and click Edit Details.
  • Update Info: You can change or add:
    • Profile Images: Click the "+" on the avatar to upload a photo.
    • Contact Methods: Add secondary emails or phone numbers.
    • Address: Update mailing info for more accurate geocoding.
    • Relationships: Link spouses or family members to the profile.
  • Save: Click Save Changes at the top to sync the updates.

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