Edit Existing Contact or Manually Added and Unknown Records

Overview

Contacts can be added to Mongoose in a few different ways. In most scenarios, contacts are imported by your admin through a file or integration. Sometimes contacts may text you first (cold contact) which creates a record in Mongoose but doesn't have any information associated to it. Or sometimes you just need to edit an existing contact.

The First Name and Last Name on an existing records can be manually edited if:

• The contact was manually added to the team's data (under Compose).
• The contact "cold contacted" a Mongoose user and only has a mobile number on his/her record.

Editing a manually added or cold contact

1. In order to edit an existing record, navigate to Contacts and search based on the Mobile Number (include all 10 digits; do not include spaces or other formatting).

2. Click the dots to the right of the record and select View.

3. Click [ Edit].

4. Fill in the First Name, Last Name, and Contact ID (if applicable) on the record, then click [Update].

Note: Admins can also edit the Contact ID and Mobile Number on all contact records in Mongoose.

If you would like to add custom fields to the manually-added record, you can do so through the import process. The quickest approach to this would be to do a manual import, but if your team is using a different integration method (native integration, FTP, API), utilize that import method.

Mongoose will initially match mobile number from the imported record to the existing manually-added record to ensure that the correct record is updated in the platform. Going forward, the record will just become the contact's record (losing the manually-added distinction).