Skip to main content

Search

Welcome to our Support

Editing and Managing Contacts

Garett
  • Updated

Street Context uses a contacts model similar to a CRM, allowing users at your firm to share contact information seamlessly and minimize the risk of entering incorrect details. When one person updates contact details, they automatically refresh across all Street Context accounts within your firm. 

Company Contacts

Under Manage Lists, the Company Contacts page contains all of the contacts owned by everyone on your team, including yourself.

 

 

Editing Contact Details

To manage and edit your contact information, follow these steps:

  1. Click the name of the contact you wish to edit.
  2. A drawer will open on the right side; click the Edit Details tab at the top.

 

Adding and Removing Contacts

The steps for adding or removing a contact are as follows:

  • Click on a contact's name to open the right-hand drawer.
  • In the drawer, every list you own or have shared with you will be displayed. To add a contact to a list, click its respective checkbox

  • If you want to remove a contact from a list, uncheck the corresponding box.
  • To add or remove the contact from all lists or unsubscribe them from your content, click "..." at the top of the contact drawer.

 

Contact History

You can view the edit history of a contact by clicking the History tab in the contact drawer. What lists they were added to, when and by whom will be detailed under this tab.

NOTE: you can also view the history of your lists by following the steps detailed here.

 

 

Why can't I change a contact's email address?

If you try to change the email address in a Contact's details to an address that already exists on your Company Contacts table, you will generate an error message - Error: a contact with that email already exists. 

In those cases, instead of changing the email address, you'll need to remove the existing contact from all of your lists, then replace the contact record with the correct/new email address by adding to those same lists as if it's a brand new contact.