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Contacts

Editing and Removing Contacts

Update contact details or remove contacts you no longer need in Officaid.

Keep your contact database accurate and up to date

People change jobs, get new phone numbers, and move on. Keeping your contact information current ensures you can always reach the right person with the right details. Officaid makes it easy to update contacts or remove those you no longer need.

Editing a Contact

To update a contact's information:

  1. 1 Navigate to Network → Contacts and click on the contact you want to edit
  2. 2 Click Edit Contact in the Quick Actions panel on the right
  3. 3 Update the details across the three tabs: Basic Info, Associations, and Family
  4. 4 Click Save to save your changes

All fields are editable, including name, contact details, company associations, and family members.

What You Can Edit

The edit form gives you access to everything you entered when creating the contact:

  • Basic Info - Name, email, phone, personal details, and social profiles
  • Associations - Company links, job titles, departments, and work contact details
  • Family - Family member relationships, names, and birthdays
If a contact has moved to a new company, you can either update their existing association or add a new one while setting an end date on the old position. This preserves their career history in your records.

Editing Notes

Notes can be edited directly from the contact's Overview tab without opening the full edit form. Simply click into the Notes section and make your changes. Notes save automatically as you type.

Removing a Contact

If you no longer need a contact in your database, you can remove them:

  1. 1 Navigate to Network → Contacts and click on the contact you want to remove
  2. 2 Click Remove Contact in the Quick Actions panel
  3. 3 Confirm the deletion when prompted
Removing a contact is permanent and cannot be undone. Make sure you want to delete the contact before confirming.

Before You Remove a Contact

Consider the following before deleting a contact:

  • Linked records - Contacts with invoices, quotations, or deals linked to them cannot be deleted until those records are unlinked or reassigned
  • Activity history - All activities logged with this contact will lose their contact association
  • Company links - The contact will be unlinked from any associated companies
  • Employee records - If the contact is also an employee, their Team module records remain separate
If you're unsure whether to delete a contact, consider adding a note or remark instead to indicate they're no longer active. This preserves the historical record while flagging the contact's status.

Removing Company Associations

To unlink a contact from a company without deleting the contact:

  1. 1 Open the contact and click Edit Contact
  2. 2 Go to the Associations tab
  3. 3 Click the delete icon next to the company you want to unlink
  4. 4 Click Save to confirm

This removes the association but keeps both the contact and the company intact.

Removing Family Members

To remove a family member from a contact:

  1. 1 Open the contact and click Edit Contact
  2. 2 Go to the Family tab
  3. 3 Click the delete icon next to the family member you want to remove
  4. 4 Click Save to confirm

Frequently Asked Questions

No. Once a contact is removed, it cannot be restored. If you accidentally delete a contact, you'll need to create them again from scratch.

If a contact has important records linked to them, such as invoices, quotations, or deals, Officaid will prevent deletion and display an error message. You'll need to unlink or reassign those records before the contact can be removed.

The contact's Overview tab displays an Update Date at the bottom, showing when the contact's details were last modified.

What's Next?

You've completed the Contacts guides! Continue exploring the Network module:

contacts network how-to