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✏️ How to Edit a Contact in Your Contact Directory
Edit a contact from your contact directory

In Trackline, within the Code Contract platform, editing a contact in the contact directory is a way to keep the list of external collaborators—who may be included in processes—up to date and organized.

Steps to Edit a Directory Contact

  1. Access the Contact Directory
    From the platform, navigate to Settings > Contacts.
  2. Find the Contact
    Use the search function or scroll through the list to locate the contact you want to edit.
  3. Select the Contact
    Click on the contact to open their information card.
  4. Edit the Contact
    Use the edit option to modify the participant’s information in the directory.
  5. Confirm the Edit
    Accept the confirmation to complete the editing process.

Editing a contact will automatically update their information across all processes and templates in which that contact is involved.