How do I edit a contact record? | Delivra Air

How do I edit a contact record? | Delivra Air

This article references steps in the Delivra Air platform. If you are not a Delivra Air user, please visit this article for steps to complete in the legacy system.

 

You will manage contact records in the Contacts dashboard in your account.

 

How-To

  1. From the Contacts dashboard page, click the button to "View" contacts.
    contacts1.png

  2. Enter a full or partial keyword in the search box and hit return or enter on your keyboard. The results will be listed on-screen.
    contacts2.png

  3. Hover over a returned record to display the "Edit" button. Click "Edit" to open the contact record.
    contacts3.png

  4. Make changes to the fields on the contact profile as needed and click the "Save and Exit" button.


Notes

The contact profile view is controlled by checkboxes on the left. Mark or unmark boxes to access additional fields or remove fields from your view:

contacts4.png

 

Resources

Check out these other resources to continue learning.

Delivra Air help articles

Delivra Air Operator's Manual (e-learning)

    • Related Articles

    • Contacts | Delivra Air

      Your Contacts dashboard is designed to provide statistics for contact status changes for the month as well as shortcuts to common tasks performed. Here you can view & search a listing of all contacts in the account, manage & add contact records, ...

    • Viewing and Editing the Contact Profile

      Efficiently managing contact profiles in Delivra is key to keeping information accurate and current. This guide provides step-by-step instructions for accessing, navigating, and updating contact profiles, so you can easily manage essential contact ...

    • Import your contact lists

      Preparing your file Before we cover the process, let's talk about file preparation. The following are a few tips for a smooth import experience. Utilize a spreadsheet application to easily view and edit your data file. Organize each point of data ...

    • Introduction to Custom Tables in Delivra

      Custom tables in Delivra provide a flexible way to store and manage structured data beyond the default contact record. This article introduces the concept of custom tables, their benefits, and when they should be used. What is a Custom Table? A ...

    • Manually Adding a Single Contact

      While most contacts are added through the CSV import process, Delivra also allows you to add individual contacts manually—perfect for adding just a few at a time. Air Legacy Air To manually create a new contact in Air, follow these steps from the All ...