Editing a contact

1. Open the contact, either from the contacts list or by typing their name into the search box at the top of any page.

2. Click the red Edit button in the top right of their profile.

3. Change what you need to change.

   karani.co/contacts/1042/edit

   

   The edit form is the add form, pre-filled. Every field behaves the same way.

4. Click Save Contact.

Every field is documented in Adding a contact — the two forms are identical.

Editing things that aren’t on this form

Some of what looks like part of a contact lives elsewhere, and is edited directly on the profile rather than through this form:

To change…	Do it here
Group membership	The Groups panel on the profile — tick and untick
Tags	The Tags panel on the profile
Pledges	The Pledges panel, or Adding a pledge
Gifts	Click the gift in the Gifts panel
Tasks and interactions	The Tasks and Interactions list

Seeing what changed

Karani keeps a revision history for every contact. On the profile, scroll to Revisions and click Show.

You’ll see which fields changed, what they changed from and to, when, and which user made the change. On a shared account this is the fastest way to answer “who edited this, and why is the address different?”

Revisions aren't an undo button

The history tells you what changed; it doesn’t roll it back. To restore an old value, read it from the revision list and type it back in.

Editing many contacts at once

For changes that apply to a lot of people, don’t edit them one at a time:

• Status, tags, or group membership — tick contacts in the contacts list and use With Selected….
• Anything else, in bulk — re-run a CSV import. Rows matched on organisation ID update the existing contact rather than creating a new one.