How do I edit a Contact in BOMA?


First, navigate to Contacts via the BOMA menu. Once in here, find the contact you would like to edit. You can filter the list by either searching by email, name or tag.


Once you found found the contact, click on it.


You can then add the information you want to include in the contact fields.


You can also further add tags, such as their industry, that will allow you to send them targeted campaigns


Once you have finished editing, Click Save and return to Contacts.



Further Reading:

Updating contacts in BOMA

Changing a contact's email address

How to add contact/s that have unsubscribed from your BOMA database

Wolters Kluwer iFirm - How to export contacts to import into BOMA


How do I export my contacts?

How do I delete a contact?

How do I find a contact?

What is a tag and how do I use them in BOMA?

How do I add a Tag to my contacts?

How do I upload a CSV file with new contacts into BOMA?

How do I upload new contacts into BOMA?

How do I import my non-Xero clients into BOMA?