For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Updating a contact in your Contacts Book
Keeping your Contacts Book current is vital for maintaining effective communication on Snapdocs RON (formerly Pactima). Whether it’s a simple email change or updating a contact's name after a legal name change, updating contact information is a straightforward process.
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## Guide to Updating Existing Contacts
1. **Access Your Account**
- Click on the **Account** button located in the top right corner of the header to open your account options.
2. **Enter the Contacts Book**
- Look for the **Contacts Book** card in the middle of your account dashboard and click on it.
3. **Select a Contact to Update**
- Browse through the list of contacts that are currently saved in your account.
4. **Edit Contact Information**
- To modify a contact's details, click on the pencil icon or **Edit** button next to the contact's name.
5. **Make Your Changes**
- You can now change any details such as the contact’s name, email address, or other pertinent information.
6. **Confirm the Update**
- After making the necessary changes, ensure to click on the **Confirm** button to save the updates.
7. **Review the Updated Information**
- It's always a good practice to review the updated information to ensure accuracy.
## Tips for Successful Contact Management
- Regularly review your contacts to ensure all details are current, especially if a contact’s information frequently changes.
- Take note of the last update date if available, as it can serve as a reminder for when a contact was last reviewed.