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How do I edit a contact?

This article will walk you through editing a contact from the Contact List and Contact Details Page.

Updated over a week ago

Following along in MyCase is recommended as you read the article.

Overview

There are two ways to edit a contact in 8amโ„ข MyCase. You can follow the steps below to make edits as needed.


Editing from the Contact List

  1. Click the Contacts tab in the left navigation pane.

  2. Click the pencil icon to Edit a contact on the far-right of each contact.

  3. The Edit Person window will appear.

  4. Update the person's contact information.

  5. When finished, click the Save Person button to save your changes.โ€‹


Editing from the Details Page

  1. Open the Details Page for the contact you'd like to edit.

  2. In the upper right-hand corner of the screen, click the Edit button.

  3. The Edit Person window will appear.

  4. Update the person's contact information.

  5. When finished, click the Save Person button to save your changes.

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