> For the complete documentation index, see [llms.txt](https://docs.shiftiq.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shiftiq.com/help/contacts/editing-contacts.md).

# Editing Contacts

This screen contains all of the information related to each contact in Shift iQ. Find and update personal details, employment info, addresses, any related uploaded documents, internal comments, a history of changes to the contact record, and more on the **Persons** tab. Use the **Memberships** tab to see and edit the groups they belong to and other relationships. The **Records** tab contains links to a variety of assets the contact may have generated. Grant and control access on the **System Access** tab.

**Deleting a Contact Record:** Deleting contact records should be used with **caution**. Deleting a contact will remove the link to all of their activity in the system and is typically only done with duplicate records that have never logged in. If it is someone who has had activity but left your organization, it is better to Archive the user and remove their access to the system using the Sign In tab.

**Edit:** Make changes to any of the fields in the Person panel and click **Save**.

**New:** You can ‘create another contact’ using the ‘New’ button

**View Change History:** To view the change history of a specific user or contact

**Report:** To get record of contacts detailed data

(Note that some of the options below are only available to admins with Write and Delete access.)<br>

#### Phone Number Auto-Configuration parameters

When an telephone number is added to a users Contact Record, Shift iQ automatically configures the phone number based on the number of digits added:

* If you save the record with **10 digits** in any of the phone fields, our system adds brackets around the first 3 digits, adds a space after the second bracket and adds a dash before the last four digits. **Example:** 1234567890 ![phone-number-1.png](https://e02.insite.com/files/web/a53ae6fb-9834-4fd4-960b-b09300e40d6f/phone-number-1.png)
* If you put **11 digits** and save, it removes whatever the first digit is, adds brackets around the first 3 digits, adds a space after the second bracket and adds a dash before the last four digits. **Example:** 12345678901 ![phone-number-2.png](https://e02.insite.com/files/web/a53ae6fb-9834-4fd4-960b-b09300e40d6f/phone-number-2.png)
* If you put **periods** or **dashes** in between **10 or 11 digits**, our system removes those dots or dashes, adds brackets around the first 3 digits, adds a space after the second bracket and adds a dash before the last four digits. **Example:** 123-456-7890 / 1234-567-8901 ![phone-number-1.png](https://e02.insite.com/files/web/a53ae6fb-9834-4fd4-960b-b09300e40d6f/phone-number-1.png) ![phone-number-2.png](https://e02.insite.com/files/web/a53ae6fb-9834-4fd4-960b-b09300e40d6f/phone-number-2.png)
* BUT if you put **more** than **11 digits** in any of the number fields, our system converts it to a straight number, no characters. **Example:** 1234567890123 ![phone-number-3.png](https://e02.insite.com/files/web/a53ae6fb-9834-4fd4-960b-b09300e40d6f/phone-number-3.png)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.shiftiq.com/help/contacts/editing-contacts.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
