Contact Actions

Edit a contact, use Merge contact and Delete from the More menu, and recognize the Primary Contact star.

Overview

On a contact detail page you can edit the person, open the More menu for merge and delete, and see whether someone is the primary contact on a customer (or similar) record.

This article covers actions on an existing contact. To create someone new, see Creating New Contacts. To attach a person who already exists to a customer, see Linking Existing Contacts.

Before You Begin

Prerequisites:

You can open the contact in Contacts.

Your role includes the permissions for the action you need (edit, merge, or delete).

Open a contact

Open Contacts in the sidebar.
Select the contact.

The contact detail page shows Details and Linked Records. In the header, use the pencil icon to Edit, or the … (More) button for other actions.

Edit a contact

On the contact detail page, click the pencil (Edit) icon.
Update fields in the Edit Contact form as needed:

Title
First name (required)
Last name
Email
Phone Numbers (use + Add More for additional numbers)
Preferred Contact Method

Click Save to keep your changes, or Cancel to close without saving.

Click … in the contact header. The menu includes:

Merge contact
Communication History
Delete

More menu Merge Communication History Delete

Merge contact

Open the More menu and click Merge contact.
The Merge Contact dialog opens and looks for similar contacts.

Note: If Forz cannot find duplicates, the dialog shows No candidates were found to merge. Click Close. When candidates exist, select the contact to merge with and confirm.

Delete a contact

Open the More menu and click Delete.
Confirm in the dialog: No cancels; Yes deletes the contact.

Note: You can delete a contact only when it is not linked to other records. Remove linked records first if Delete is unavailable or fails.

Primary contact

On a customer (or similar) record, the primary person is marked with a yellow star next to their name. Hover the star to see the Primary Contact tooltip.

Note: There is no separate Set as primary label in the contact More menu. Use the yellow star and its Primary Contact tooltip to identify the primary person on the record.

Troubleshooting

Problem	Solution
Cannot save edits	Enter a First name (required), then click Save.
Merge shows no candidates	That means Forz found no similar contacts. Click Close. Check spelling or create/link the other contact first.
Cannot delete	Remove links to other records first, then try Delete again.
Where is Set as primary?	Look for the yellow star and Primary Contact tooltip on the customer (or record) overview — not a More menu label on the contact.