Find and edit contacts in Zonitel
Search by name, phone or email, choose visible columns and update the correct contact profile.
The Contacts list provides search, display options and shortcuts into each person's profile. Use these tools to locate the correct record before editing information or starting a call or message.
Find the contact
- Confirm the business/location selected at the top of Office and open Contacts.
- Use Search name, phone, email…. Try the phone number if you do not know how the name was saved.
- Clear the search to return to the broader list. Use the page controls and the 10, 25 or 50 entries selector to review results.
- Compare the full phone number and other details before choosing a record, especially when several people share a name.
Choose the information shown in the list
Open Columns and select the information you want to display: Full Name, Phone Number, Email, Address, DOB, Custom Fields and Notes. DOB means date of birth. Hiding a column changes what you see in the list; use Edit to maintain the underlying contact information.
A blank cell or dash can mean there is no value displayed for that contact. Open the profile to inspect the relevant tab before concluding that information is missing. For example, custom import values have their own Custom Fields tab.
Edit the main contact information
- Choose Edit on the intended contact row.
- Review the telephone country code and local number together. Do not replace someone's number simply to change its display formatting.
- Update First name, Last name, Email or Date of birth as needed. Use the birthday date picker and follow any required-field validation shown by the edit form.
- Click the main Save button.
- Return to the list, search again and reopen the contact to confirm the saved values.
Open the right profile section
The profile tabs are History, Address, Notes, Group Lists, Appointments and Custom Fields. Use the relevant tab for communication records, address details, internal notes, list membership, appointments or additional imported fields.
Contact profile tabs and History filters: All, Calls, Messages and Missed.
The row's More menu provides shortcuts to History, Notes, Address and Group lists. The phone menu has different actions: Block number, Call back and Send message. Review their purpose before selecting one; these are not contact-search filters.
If you cannot find or save the record
- Confirm the location and clear an old search before trying a different name, phone or email.
- If the record came from an import, review the import status and then search by its source phone number.
- If Save leaves the form open, read and correct the indicated validation error.
- If an action is missing, ask an administrator to review your access.
- If more than one record matches, inspect both before deleting anything. The list does not establish that similar names are the same person.