Inline edit on a contact
Quick fixes, no Save button. Click email, phone, notes, company, or tags on any contact. Type or pick. Click outside to save. The change logs to the activity feed automatically.
How it works
Open any contact from the list or pipeline. Tags live under the contact's name (click + to add, X on a chip to remove). Company sits below the name as a small picker (click to search, create, or clear). Email, phone, and notes live in the Details panel below. For each: click the value (or the empty 'Add email' button if blank) and the field becomes editable. Type your change or pick from the popover. Click outside or press Enter to save. Press Escape to cancel.
Inline edit covers the day-to-day fields. The full Edit form is still available via the Edit button when you need to change name, address, or custom template fields.
What gets saved
Each inline edit writes a FIELD_UPDATED entry to the contact's activity feed with the old and new values. The contact's lastActionDate moves to now. Outbound webhooks fire on contact.updated. Notes are re-embedded for semantic search.
If you have an unsaved change in the input and navigate away, the change is lost - text fields save on blur, not on navigation.
Company picker
Click the company value (or 'Add company' if blank) to open a small picker. Search the existing companies in your workspace, click one to assign, or type a new name and click 'Create' to add a brand-new company without leaving the page. The new company is created and assigned in a single step. Click 'Clear company' at the top of the popover to detach without deleting.
Validation
Email must be a valid format. Phone is free text. Notes accept multi-line input and now render markdown (headings, lists, bold, links, code, tables). Company name has to be unique within the workspace - the picker suggests a numbered variant if a duplicate exists. If validation fails, the field reverts to the previous value and a toast explains why.