Edit Field Values for a Contact Record
Select the desired contact.
From the contact page, navigate to the
Edit icon on the corresponding card, or select the Edit Contact button 
Make the appropriates edits
Once you’re done, click Save.
🔍 Tip: The Edit Contact button will pull up the original Contact Form, whereas the Edit icon on each of the cards will only allow you to edit the information displayed.
How do I add a Photo of my Client?
Contact Field Definitions
Field Name | Definition |
First Name | The legal first name for a contact. |
Middle Name/Initial | The legal middle name or middle initial for a contact. |
Last Name | The legal last name for a contact. |
Nick Name | The common name for a contact (if applicable) |
Gender | The gender or sex of a contact. |
Suffix | Options include: Jr., Sr., I, II, III, and IV |
Phone | The phone number for a contact. This will default to their primary phone. |
The email address for a contact. This will default to their primary email. | |
Contact Category | Default options include: Client and Lead |
Contact Status | Status of the contact. |
Street | The street address |
Suite/Apartment/Box | The second line street address (ex. Suite, Apt., etc.) |
City | The address city |
State | The address state |
Zip Code | The address 5-digit postal code or zip code. |
Preferred Name | The nickname or preferred first name of the contact if it differs from their legal first name. |
Gender | Optional |
Date of Birth | DOB for the contact |
SSN | Social Security Number of the contact |
Medicare Number | The type of email address (ex. Personal, Work) |
County | The county of residence |
Marital Status | The legal marital status for a contact. Available options are Single, Married, Divorced, Separated, Domestic Partnership and Widowed. |
Marital Status Effective Date | The date an update in marital status takes effect. |
Deceased? | The deceased status for a contact. Available options are Yes and No. |
Date of Death | The official date a contact was declared deceased. |
Client Since | Date contact became a client |
Lead Source | Optional |
Servicing Agent | Person assigned to the contact (i.e. Agent of Record). |
Tags | To learn more, please visit Tags |
Office | For agencies with multiple offices. To learn more, please visit Data Setup |
Zone | To learn more, please visit Data Setup |
Product Interests | Optional |
User Visibility | To learn more, please visit Advanced Contact Visibility Options |
Group Visibility | To learn more, please visit Advanced Contact Visibility Options |
Do Not Contact | If a contact has requested DNC. When selected, this will suppress their contact information from Swivel generated email and/or text message campaigns.
To learn more, please visit Contact FAQs |
Changing a Contact Type
Select the desired contact.
From the contact page, navigate to the Action Menu next to the
button. Select Change TypeSelect from your created contact types in the drop down field
Once you’re done, click Save.