Inline Edit Contacts
Update contact values directly from the contacts table.
Inline editing lets you update common contact fields without opening the full contact profile.
Use it for simple corrections during list cleanup. Open the full contact when the change needs context.
Inline editing is fastest when the change is obvious from the table. If the change affects sales, support, finance, or automation context, open the contact first.
Editable Table Fields
The contacts table supports quick edits for common contact information such as email, phone, status, tags, assignees, and custom fields.
The exact editable fields can depend on your workspace settings, visible table columns, role permissions, and custom attributes.
Edit a Contact from the Table
- Open CRM > Contacts.
- Find the contact row.
- Select the editable cell.
- Change the value.
- Save or confirm the inline edit.
The table updates after Agiled saves the change.
If the value does not update, refresh the list and check whether the field is editable for your role or for that contact state.
Wait for the save to finish before moving to another row. Fast cleanup is useful, but changing several cells before a save completes can make it harder to see which edit failed.
Prepare the View
Before editing many contacts, create or open a focused view. Show only the columns you need to update and filter to the contacts that should change. This reduces accidental edits on nearby rows.
When to Use Inline Editing
Use inline editing for quick cleanup and small corrections:
- Fix an email or phone number.
- Change a contact status after qualification.
- Add or remove a tag.
- Update a custom field value.
- Adjust assignees during list review.
Open the contact detail page when you need to review context before changing the record.
Avoid inline editing when changing ownership, important qualification fields, or data that could trigger workflows until you understand the downstream effect.
Before Editing Workflow-Sensitive Fields
Check whether the field is used by:
- saved views
- public form mappings
- workflow triggers or conditions
- reports
- customer segmentation
- assignment or notification rules
If it is, edit a small set first and confirm the downstream behavior.
Review After Bulk Cleanup
After several inline edits, filter the list by the updated field and spot-check records to confirm the saved values are consistent.
For larger cleanup, combine inline edits with saved filters. For example, filter to contacts missing owner, edit the owner values, then refresh the filter to confirm the list is empty.
Undoing Mistakes
If you edited the wrong contact, open the contact detail page and correct the field immediately. Add a note only when the mistake affected follow-up context or another teammate needs to understand why the value changed.
When To Open The Full Contact
Open the full contact before changing fields that affect ownership, pipeline handoff, segmentation, automation, finance follow-up, or support context. The table gives speed, but the detail page shows notes, tasks, deals, tickets, emails, files, and recent activity that may explain why the value is set.
Use inline editing for cleanup. Use the contact detail page for decisions.
Cleanup Session Tips
For long cleanup sessions, work from a saved view, update one field family at a time, and refresh filters after each pass. This reduces accidental edits and makes it easier to confirm the cleanup actually changed the intended records.