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How to Edit an Agent or Client Contact
How to Edit an Agent or Client Contact

How to Edit details or Remove a client or agent from an inspection.

Support Team avatar
Written by Support Team
Updated this week

If you need to update an agent or client contact with a new email, phone number, or address, you can do so through the Contacts tab or through an existing inspection. In this article, we'll show you how!


How Emails Work in Spectora

Emails are unique identifiers in the Spectora system. Email addresses can only be used for one contact. If you're trying to edit a contact with an existing email and see an error message that says "Sorry, that email is taken," the email you're trying to use is already connected to an existing contact.

Here are two ways you can work around this:

  • You can delete the existing contact from the inspection, add a new contact with the +New button, and search for the needed contact.

  • Or, you can create a "new" emails for the contact:

    • If you're using email@email.com for a client, the same email cannot be used for a different client. As a workaround for this, you can add +1 to the email for the second client. So client 1 would use email@email.com, and client 2 would use email+1@email.com. That kind of tricks the system into thinking it's a "new" email address, but all info will be sent to email@email.com!


Editing an Agent Contact Through the Contacts Tab

In this section, we'll show you how to edit an agent contact through the Contacts tab. The Contacts tab is where all of your contacts are stored, which makes it easy to find and update them!

  1. Click "Contacts"

  2. Click the arrow button to the right of the agent's name

  3. Click "Edit" in the dropdown menu

  4. Edit the agent's information

  5. Click "Save"


Editing an Agent Contact on an Existing Inspection

In this section, we'll show you how to edit an agent contact on an existing inspection. When updating the contact on an inspection, it automatically updates their information in the Contacts tab - no need to worry about updating it in more than one place!

  1. Click on the inspection to open the Inspection Details page

  2. Click the 3 dots to the right of the agent's name in the People box

  3. Click "Edit" in the dropdown menu

  4. Edit the agent's information

  5. Click "Save"


Editing a Client Contact Through the Contacts Tab

In this section, we'll show you how to edit a client contact through the Contacts tab. Client information is stored in its own Contact list for easy access.

  1. Click "Contacts"

  2. Click "Clients"

  3. Click "Edit" to the right of the client's name

  4. Edit the client's information

  5. Click "Save"


Editing a Client Contact on an Existing Inspection

In this section, we'll show you how to edit a client contact on an existing inspection. When updating the contact on an inspection, it automatically updates their information in the Contacts tab - no need to worry about updating it in more than one place!

  1. Click on the inspection to open the Inspection Details page

  2. Click the 3 dots to the right of the client's name in the People box

  3. Click "Edit" in the dropdown menu

  4. Edit the client's information

  5. Click "Save"


Frequently Asked Questions

  • Can I add a profile photo to my agent contact?

  • I can't see the "save" button, what do I do?

    • Try adjusting your browser's zoom settings. You may need to zoom out.

  • I changed the name of the client/agent contact on an inspection, and now their name is showing up on other inspections. Why is this happening?

    • If you change the name of a client/agent contact on an inspection, this will update the contact’s name on any inspection they were added to.

    • ❇️ Tip: If you are using one email address as the “client” on multiple inspections, changing the name of the contact on one inspection would also change the name of the contact on other inspections

  • I tried changing the email address for a contact, but it says “Sorry, that email is taken.” How do I fix this?

    • Emails are considered to be unique identifiers in our system, so an email address cannot be associated with more than one user. If the email address is already in use, check to see if there might be another email address that can be used.

    • If there is no other email address that can be used, try this workaround: If you're using email@email.com for a client, the same email cannot be used for a different client. As a workaround for this, you can add +1 to the email for the second client. So client 1 would use email@email.com, and client 2 would use email+1@email.com. That kind of tricks the system into thinking it's a "new" email address, but all info will be sent to email@email.com!

  • Where can I change a client’s/agent’s email address?

    • This can be done from the Contacts tab OR from an inspection where that contact is assigned.

    • Note: Updating the information in your Contacts tab will also update the information on any inspection they are linked to, and updating the information on an inspection will also update the info in your Contacts tab!

  • Where can I change a client’s/agent’s phone number?

    • This can be done from the Contacts tab OR from an inspection where that contact is assigned.

    • Note: Updating the information in your Contacts tab will also update the information on any inspection they are linked to, and updating the information on an inspection will also update the info in your Contacts tab!




If you have any questions or feedback, write into our chat bubble or email support@spectora.com!


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