Edit an Address Book Contact
Keep your professional contacts up to date in AGENTVIEW. Learn how to edit phone numbers, addresses, and other contact details, or remove contacts you no longer need from your Address Book.
Need to update a lender's phone number, change a business address, or correct someone's contact information?
The AGENTVIEW Address Book makes it easy to keep your professional contacts accurate and organized, so you always have the right information when you need it.
Step 1: Find Your Contact
Open your Address Book in AGENTVIEW.
Locate the contact you'd like to update.
Click Edit in the upper corner of the contact's card.
This will open the contact's information so you can make changes.
Step 2: Update the Contact Information
Review the contact's information and make any necessary changes.
For example, you might need to:
Update a phone number or email address.
Change a business or mailing address.
Correct a contact's name or other details.
Update notes or other saved information.
Once you've made your changes, click Update Contact to save them.
Your Address Book will now reflect the updated information.
Removing an Address Book Contact
If you no longer need a contact in your professional directory, you can also remove them.
Find the contact in your Address Book.
Click Edit to open their information.
Click Delete Contact to remove the contact from your Address Book.
Important: Before deleting a contact, make sure you've selected the correct person and no longer need their information.
Keeping Your Professional Network Organized
Your Address Book is especially helpful for maintaining relationships with mortgage lenders, escrow officers, home inspectors, contractors, and other professionals you work with regularly.
Quick Tip: When a business partner changes companies or provides updated contact information, take a moment to update their Address Book entry. Keeping your directory current makes it easier to reach the right people when your clients need assistance.