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Edit a contact

Change a contact's details by hand. Each field you change locks against automatic updates, and a field you clear stays clear.

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You can correct any contact's details yourself. Ovante treats your edit as the truth: a field you change won't be overwritten by a later registration, and a field you empty stays empty.

Edit a contact

  1. 1
    Open Contacts in the sidebar and click the person.
  2. 2
    Click Edit. From the list, you can also use the row's menu and click Edit details.
  3. 3
    Change the fields you need: name, email, phone, company, job title, school, industry, date of birth, website, city, state, country and Status.
  4. 4
    Click Save. A toast says the contact is updated, and each field you changed now shows a lock.

What happens next

When
You edit a contact's field by hand
Then
The field locks: later registrations and imports never write over it, and a field you clear stays clear. A member's own edits to their profile are the one exception.
When
A member edits their own name, email, phone or photo
Then
Their contact takes the change, even over a field you edited by hand. An email another contact already holds stays where it is.
When
You edit, merge or import contacts
Then
Nothing goes to your CRM or webhooks. Only contact changes that a registration makes are sent.
Every rule in How Ovante decides

Good to know

  • The lock. A locked field never takes a new value from a registration. If a checkout question later answers a locked field differently, Review shows it under Conflicting answers, and you choose.
  • Clearing. Empty a field and save to remove a value for good. Registrations won't fill it back in.
  • Email. One email belongs to one contact. If another contact already has the address you type, the save is refused; open that contact instead.
  • Members. A member's own changes to their name, email, phone or photo reach their contact, even over your edit. A member never empties a field this way.
  • Your CRM. Edits you make here stay in Ovante. Salesforce, ChabadOne and webhooks hear only about changes that come from a registration.
  • A ticket's email is a different thing from a contact's. To move a ticket to another person, change the ticket. See Change a ticket's name or email.