Edit contact
Module: Relationships (CRM) · For: Carrier users · Page address: /carrier-portal/crm/contacts/:id/edit
How to get there
Section titled “How to get there”Dashboard → Demo — synthetic · Marcus Bell → Edit Contact
Who can use this page
Section titled “Who can use this page”Needs: No module permission: every signed-in member of the company can open it.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Cancel | Any signed-in member | Must be granted on its own (not part of Manage) |
| Save all changes | Any signed-in member | Manage also grants it |
| Upload document | Any signed-in member | Manage also grants it |
| Edit notes | Any signed-in member | Manage also grants it |
What this page tells you
Section titled “What this page tells you”PDF or image, up to 25 MB. Real files, real expiry tracking — never a placeholder. Upload a W-9, COI, or authority letter to get started.
What you see
Section titled “What you see”- Identity & role
- Company & account
- Communication
- Billing address
- Work address
- Pipeline & rating
- Compliance & consent
- Logistics profile
- Compliance documents
- Notes
- Contact card — Editing
- Demo — synthetic · Marcus Bell
What you can do
Section titled “What you can do”- Cancel
- Save all changes
- Hide preview
- Show Logistics profile
- Upload document
- Choose File
- Edit notes
- Hide Notes
- Job title
- Buying role
- Billing street
- Billing city
- Billing state
- Billing ZIP / postal code
- +1 more — Broker license number
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Full name | Yes | textbox | Dana Whitcomb |
| Salutation | No | combobox | Select… |
| Preferred name | No | textbox | |
| Job title | Yes | textbox | Shipping manager |
| Department | No | textbox | |
| Contact type | Yes | combobox | Vendor |
| Buying role | Yes | combobox | Select… |
| Company | Yes | textbox | Acme Foods |
| Account owner | No | textbox | |
| Stage | No | combobox | Select… |
| Status | Yes | combobox | Active |
| Account link | No | textbox | CUST-ACME |
| Website | No | textbox | https://acme-foods.com |
| Industry | No | combobox | Select… |
| Location | No | textbox | Dallas, TX |
| Tags | No | textbox | Key account, Reefer |
| Yes | textbox | shipping@acme-foods.com |
|
| Alternate email | No | textbox | |
| No | textbox | ||
| Phone | Yes | textbox | (312) 555-0142 |
| Ext. | No | textbox | |
| Mobile | No | textbox | |
| Preferred contact | No | combobox | Select… |
| Language | No | combobox | Select… |
| Timezone | No | combobox | Select… |
| Do not call | No | checkbox | |
| Email opt-in | No | checkbox | |
| Street address | Yes | textbox | 4400 Meacham Blvd |
| Country | No | combobox | Select… |
| City | Yes | textbox | Fort Worth |
| State | Yes | combobox | Select… |
| ZIP | Yes | textbox | 76106 |
| Lead source | No | combobox | Select source |
| Rating | No | combobox | Select… |
| Total value | No | textbox | 6750.00 |
| Last contact | No | textbox | 2026-07-20 |
| Starred | No | checkbox | |
| Consent given | No | checkbox | |
| Consent date | No | textbox | |
| Document type to upload | No | combobox | Certificate of Insurance |
When there is nothing to show
Section titled “When there is nothing to show”- “No documents yet”
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Error state
Loading state
Popover-Guide state
Last updated 2026-10-27