Hearsay Relate helps you ensure that your Contacts are up-to-date. To do so, your workspace offers several options to Edit a contact's detail via your desktop or the mobile application.
Edit a Contact's Information on Desktop
- One of the options available is to Edit a contact's information directly from an open conversation. To do so, simply follow the instructions below:
- In the Conversation window, click the three dots at the top-right corner of the screen.
- Select Edit Contact.
- The contact drawer will open, and you can adjust your contact's information as needed.
- When finished, click Save to complete the process.
- In the Conversation window, click the three dots at the top-right corner of the screen.
- The second option is to modify your contact's details from the Hearsay Contacts page. To Edit your contact's information, please follow these steps:
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- Go to the Contacts page.
- Place your mouse on the contact card, and click the Pencil icon.
- The contact drawer will open, and you can modify the information as needed.
- When finished, click Save.
Edit a Contact's Information on Mobile App
- The Hearsay Relate mobile application will offer the same options as on the desktop. To Edit a contact from an open conversation, simply follow these steps:
- Open a Conversation.
- Click the Information icon at the top-right corner of the screen.
- Click the Pencil icon.
- Correct your contact's details and click Save at the top right corner once done.
- To Edit a contact's information via the Contacts page of the mobile application:
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- Go to Contacts.
- Open a contact's details.
- Click the Pencil icon at the top right corner of the screen.
- Edit the information, and click Save once ready.