Edit, archive or delete a contact

Edit a contact when its details change. Archive a contact you no longer work with: it leaves your lists and pickers but keeps all its history. Delete only a contact you added by mistake.

Who can do this

Owners. Staff need Create/edit own contacts to edit contacts they added, and Edit others’ contacts for everyone else’s. Archiving, restoring and deleting need Archive/delete own contacts or Archive/delete others’ contacts in the same way.

Edit a contact

1. Open the contact — Go to Contacts and open it, or choose Edit from the row’s menu.
2. Change the details — Press Edit. Change the type, name, email, phone, tax ID or website.
3. Save — Press Save. A “Contact updated” toast shows.

A contact's page with Send statement, Edit, Archive and Delete at the top and the Timeline tab open

To add a logo, press Upload logo on the contact’s picture. To see who changed what, press View history. Each change reads as a sentence, such as “Sarah Mendes changed the phone from +1-555-0107 to +1-555-0177”.

Pause automatic reminders for one customer

If your business sends automatic payment reminders, a customer’s page has Pause automatic reminders. Turn it on and the customer won’t get automatic reminders until you turn it off again. A toast says “Reminders paused” or “Reminders on”.

Archive or restore a contact

On the contact’s page, press Archive, or choose Archive from the row’s menu in the list. A toast says “Contact archived”. To bring it back, filter the list by Archived, open the contact and press Restore.

Delete a contact

1. Choose Delete — On the contact’s page, press Delete, or choose Delete from the row’s menu.
2. Confirm — Spine asks “Delete …?” and explains that this permanently removes the contact and its persons and addresses. Press Delete to go ahead, or Cancel.

Deleting can't be undone

The contact, its people and its addresses are removed for good. A contact linked to quotes, invoices, payments or bills can’t be deleted: you see “Could not delete contact.” Archive it instead.