To guide users through finding and updating contact details for a person or company record in Rezi, whether fixing an error or updating new information.
The user asks:
“How do I change a customer’s email address or phone number?”
“The details are wrong on a contact record.”
“How do I update someone’s contact information?”
“I need to fix a typo in a client’s name/address.”
Use the Global Search Bar at the top of Rezi.
Type the name, company, or email address of the contact.
Click on the correct record in the results.
💡 Tip: If you’re unsure which record is correct, check the linked property or applicant profile to confirm.
Once in the profile, click the “Edit” button (usually a pencil icon) on the Contact Details section.
You can update:
First and Last Name
Email address
Phone number(s)
Postal address
Preferred contact method
Notes (e.g. “use work number during weekdays”)
📌 Avoid duplicate entries by updating the existing contact rather than creating a new one.
Click “Save” to commit the update.
Rezi will automatically sync these details across linked profiles (e.g. vendors, applicants, tenancies).
✅ You should see a confirmation or toast message once saved.
If the contact is linked to:
A property listing (e.g. vendor/landlord)
A transaction (e.g. buyer/tenant)
A group/company profile
Check that the updates are reflected correctly in all associated records.
| Problem | Solution |
|---|---|
| “I changed the email but emails are still going to the old one” | Make sure the correct contact is marked as the primary if duplicates exist |
| “I can’t edit the details” | You may not have the correct permissions — escalate to your team admin |
| “The contact doesn’t show up in search” | Try searching by email or phone number instead of name |
| “Two records exist for the same person” | Consider merging contacts or flagging duplicates to your admin team |
| Intent Phrase | Route to Checklist |
|---|---|
| “How do I update contact details?” | Full guide |
| “Can I correct a client’s phone number?” | Steps 1–3 |
| “There’s a mistake in a vendor’s email” | Steps 1–3, 5 |
| “The wrong number is showing on window cards” | Steps 3–5 |
| “How do I edit the contact profile?” | Steps 2–4 |