Find and update a contact

How to do it

1. 01

   Open Contacts and search for the person by name or email. Open their record to review conversation history and available context.

2. 02

   Update contact details or internal notes when your role permits. Use the linked conversation to understand the customer’s recent request.

3. 03

   Before combining or changing records, confirm you have the right person. Avoid putting sensitive payment or account secrets into a note.