---
title: "Adding or Editing a Contact"
url: https://help.usepixie.com/en/articles/5208675-adding-or-editing-a-contact
collection: "Clients and Contacts"
updated: 2026-10-23
language: en
---

# Adding or Editing a Contact

You can add client contacts during the process of [adding a client](https://help.usepixie.com/en/articles/5208676-adding-a-new-client.md), or you can add contacts after the client has been created.

To add a contact, start in your [client list](https://help.usepixie.com/en/articles/5208679-client-list.md) and click the name of the client to which you want to add a contact.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100634_1366.png)

Or from any Pixie screen, you can use the search field at the top to locate a client by name or contact email.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100634_3948.png)

If you want to edit an existing contact, you can also use the search field to locate the contact, then click the contact name.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100634_4284.png)

This opens the client details page, open to the **Details** tab. Any existing client contacts will be listed, and you can add new contacts. If a contact has a star icon, that means the person is the primary contact for the client.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100634_7817.png)

For any contact, you can use the three-dot icon to edit, export, or delete the contact.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100634_9557.png)

If a client has more than one contact, clicking the three-dot icon for a non-primary contact displays options to make the contact primary, and to add this contact as a CC in any [automated emails](https://help.usepixie.com/en/articles/5208629-email-subtasks.md).

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100634_5884.png)

When editing a contact, standard contact details can be entered on the left, including a head shot, and you can enable the **Primary** button. On the right are any custom [contact fields](https://help.usepixie.com/en/articles/5208293-contact-fields.md) configured by the workspace admin.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100634_9162.png)

See also: