---
title: "Editing a Contact in ClearCRM"
url: https://help.clearcrm.com/en/articles/10839552-editing-a-contact-in-clearcrm
collection: "Contacts"
updated: 2026-07-02
language: en
---

# Editing a Contact in ClearCRM

When managing contacts in ClearCRM, you can access and edit a contact’s details by clicking on their **name** or using the **hover menu** next to it and selecting **Edit**. This opens a **detailed pop-up window** where you can modify various fields related to the contact.

## **Contact Details Fields**

## **Basic Information**

-   **Profile Image** – Upload or change the contact's profile picture.
    
-   **First Name & Last Name** – Edit the contact’s full name.
    
-   **Position** – Define the contact’s role or job title.
    
-   **Email & Phone** – Update the contact’s primary email address and phone number.
    
-   **Direction** – Choose the preferred communication direction (e.g., system default).
    

## **Security and Access**

-   **Password** – Option to reset or change the contact’s password (leave blank to keep unchanged).
    
-   **Primary Contact** – Checkbox to mark the contact as the primary point of contact.
    
-   **Send Set Password Email** – Automatically sends an email to the contact with password setup instructions.
    

## **Permissions**

-   Define access rights for the contact by toggling permissions for:
    
    -   **Invoices**
        
    -   **Estimates**
        
    -   **Contracts**
        
    -   **Proposals**
        
    -   **Support**
        
    -   **Projects**
        

## **Email Notifications**

-   Choose which email notifications the contact should receive:
    
    -   **Invoice**
        
    -   **Estimate**
        
    -   **Credit Note**
        
    -   **Project**
        
    -   **Tickets**
        
    -   **Task**
        
    -   **Contract**
        

## **Saving Changes**

Once all modifications are made, click the **Save** button to apply the changes. Alternatively, click **Close** to discard changes and exit the window.

This pop-up window allows for quick and efficient contact management without navigating away from the main CRM screen.