Edit Contact

Use this page to view and edit a single contact record. The form is organised into tabs so you can maintain general, personal, business, legal, professional and other details in one place. The page includes safeguards for destructive actions, inline validation feedback and a loading overlay for longer server operations.

What you can do on this page

• 1. Edit the contact's core details: contact name, contact type and the owning business.
• 2. Maintain personal data: addresses, phones, mobiles, email, DOB and preferred communication method.
• 3. Update business-related fields: legal/trading names, business type, industry and business contact channels.
• 4. Record legal & tax information, VAT and payroll details used for compliance.
• 5. Store accountant/auditor/solicitor details and notes under the Professionals tab.
• 6. Keep product, service and credit-control notes for the contact under Products & Credit Control.
• 7. Manage branches and GDPR-related fields on the Branches/GDPR tab.
• 8. Add social links and free-form extras/notes on the Social Media and Extras & Notes tabs.
• 9. Delete the contact permanently using the Delete button (confirmation required) or cancel edits using Cancel.

Page layout

The page uses a tabbed layout to separate concerns and reduce cognitive load:

• Header — page title, quick actions (New Contact, Bulk Import) and global messages (success / error).
• Tabs — organised sections: General, Personal, Business, Legal & Tax, Professionals, Products & Credit Control, Branches / GDPR & Privacy, Social Media and Extras & Notes.
• Action row — Update Contact, Cancel and Delete buttons are shown beneath the tabs.
• Delete confirmation — a reusable modal and an optional slide-panel are used to confirm destructive delete actions.
• Loading overlay — shown during longer requests to prevent duplicate actions.

Typical flow

1. Open the contact record to review existing values. The Contact Code is readonly and used as the unique identifier.
2. Make changes in the appropriate tab(s). Each tab focuses on a specific area of the contact profile.
3. Click Update Contact to submit changes. A loading overlay appears while the server processes the update.
4. On success a confirmation banner is shown. If there are validation errors they appear in the Error Panel — fix them and resubmit.
5. To remove the contact, click Delete. Confirm the action in the modal; deletion is permanent.

Tabs explained

• General — contact code, contact name, contact type, owning business and active/inactive status.
• Personal — telephone numbers, mobile numbers, personal email, postal address and personal tax notes.
• Business — legal/trading names, business type, industry, trading & registered addresses and business contact channels.
• Legal & Tax — country of residence, registration numbers, incorporation date and VAT / payroll information.
• Professionals — accountant, auditor and solicitor contact details and notes.
• Products & Credit Control — products, services, credit terms and review dates.
• Branches & GDPR — branch list, ID verification status and GDPR notes.
• Social Media — social handles and additional free text fields.
• Extras & Notes — miscellaneous fields and a multi-line notes area for internal comments.

Important behaviours

• 1. The Contact Code field is readonly and uniquely identifies the record in other systems.
• 2. The form is validated on the server; required fields such as Contact Name or Business will produce errors shown in the Error Panel.
• 3. Deleting a contact is destructive. The confirmation modal prevents accidental deletion; the server permanently removes the record after confirmation.
• 4. The loading overlay prevents duplicate submissions during longer operations (file uploads, heavy server work).

UI feedback and controls

• Error Panel — validation and server-side errors appear here; use the error text to correct inputs.
• Success banner — shows when updates succeed; a Close action hides the message.
• Delete confirmation — modal with Confirm and Cancel options. Confirm triggers server-side deletion.
• Loading overlay — visible while the page performs long-running requests to discourage navigation.
• Toast — short transient messages may appear for background updates or quick confirmations.

Troubleshooting

• 1. If the Update action returns a validation error, review the Error Panel and correct any missing or invalid fields.
• 2. If the Delete action fails, check for permission errors or server-side issues and consult server logs with the action timestamp.
• 3. If the loading overlay remains visible, try a browser refresh and retry the operation; contact support if the problem persists.
• 4. If contact data does not appear in other systems immediately, allow time for background syncs or ask affected users to sign out and sign in again.

Security & best practices

• 1. Limit who can delete contacts — deletions are permanent and should be performed only by authorised users.
• 2. Store sensitive personal data only where required and ensure GDPR/privacy fields are up-to-date.
• 3. Use the Notes field to record audit-worthy context for major changes to the contact record.