How to access a contact's profile and adjust their data
Every contact has their own page in the dashboard, and their name, birthdate, language and custom attributes are changed on its Data page.
Find the contact
- Go to CRM → Contacts.
- Search for the contact's email address.
- Click the contact in the list to open their page.
Change their profile
- On the contact's page, click Data in the menu on the left. It opens on the Profile tab.
- Click Edit profile below the fields.
- Change the Avatar, First name, Last name, Birthdate or Language.
- Click Save changes. Cancel closes the fields without saving.
Change their attributes
- On the same Data page, open the Attributes tab.
- Click Edit, change the values and click Save changes.
Attributes that we calculate ourselves are shown but can't be changed.
See what changed
Click History at the top of the Data page to open Profile history. It lists every time the contact was created or had profile attributes changed.
For the contact's transactions, emails, vouchers and other activity, see Contact history and activity log.
Changing the email address
The email address isn't changed here. Open the contact, click Options and choose Change email address, as described in Changing a contact's email address.