✏️ 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
- Access the Contact Directory
From the platform, navigate to Settings > Contacts. - Find the Contact
Use the search function or scroll through the list to locate the contact you want to edit. - Select the Contact
Click on the contact to open their information card. - Edit the Contact
Use the edit option to modify the participant’s information in the directory. - 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.
