How to Edit information on View All Contacts list or Lookups with One Click

Caleb Ferguson

June 27, 2026 16:02 Updated

⚠️ IMPORTANT: This article refers to the Legacy version of SalesNexus. The Legacy SalesNexus will be sunset by the end of July 2026. It's time to migrate to the new SalesNexus. Here's how to start the process.

If you need help, consider our Migration Training and Full Service Migration packages.

Applies to: R4 Version

You can edit information on your Lookups and View All Contacts screen by simply Clicking, and holding on any Field. To do this, follow below:

Click on the Field you want to edit, and hold for 5 Seconds
NOTE: To reduce the amount of time required to "hold" the click, go to X > My Settings > Delay before edit contact field on hold click, and change the value to the desired duration (Example: 3)
Once the "hold" is recognized, the field opens for editing
Change/Enter the value and click away (anywhere on the screen) and the information will auto-save