---
key: see-and-edit-a-contact
title: See and edit a contact
audience: staff
section: accounts
routes: ["/contacts/:contactUid/:tab?/:itemUid?"]
permissions: ["crm.contacts.read"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Open a contact to change their phone numbers and emails, see which accounts and locations they belong to, check their portal sign-in, merge a duplicate, or archive them.
keywords: [contact details, edit contact, person, customer contact, phone number, email address, duplicate contact, archive contact]
related: [add-a-contact-to-an-account, work-on-a-customer-account, give-a-customer-portal-access]
---

In the sidebar, open **Accounts**, then **Contacts**, and press a contact's
row. The contact opens in a panel on the right, and the page address becomes
`/contacts/` followed by the contact, so you can share the link. From a
customer's account, you can also open a contact from its **Contacts** section.

## What is in the panel

- The contact's name and title at the top, then **Phone and email**: every
  number and address, which one is primary, and which phones can receive
  texts. An email address that used "Stop these emails" in one of your automatic
  emails shows **Stopped automatic emails**. If the customer asks to get them again,
  choose **Send automatic emails again**, then **Yes, send them again**.
- **Linked accounts**: each customer this person belongs to and their
  **Role** there. Change the role and press **Save link**; **Open account**
  goes to that customer.
- **Linked locations**: the service addresses they are tied to.
- **More details** and your organization's own fields.
- **Contact Resources**: notes and files kept on this person. If they belong
  to more than one customer, pick the **Account for file sharing** first.
- **Customer portal**: any links shared with them, and their **Portal login**
  if they have one. **Link portal login** attaches a sign-in that already
  exists to this contact.
- **Caller identity and recent AI calls**, when your plan has call summaries.

## Steps to change a contact

1. Change any field in the panel.
2. Press **Save**.

## Other actions at the top

- **Merge** combines this contact with a duplicate. It works like merging
  accounts ([[merge-two-accounts]]): pick which contact stays, choose values,
  confirm.
- **Archive** takes the contact out of use. Save or discard your changes
  first; the button explains this if you have unsaved changes. An archived
  contact shows **Restore** instead.
- **Alert sounds** picks the sounds Nova plays for calls, texts, emails and
  voicemails from this person, when your organization uses them.

## If something looks different

- You only see the buttons your role allows. Without permission to change
  contacts there is no **Save**.
- **Possible duplicate contact** appears when you save details that match
  another contact. Review the match, or press **Keep editing**.