You can always view your contacts by clicking the People icon at the top right of any page in dotloop. If you have had someone's information added to your contacts from adding them to a loop, this is where you can go to complete their information, which will then fill into a loop when you select this person to be added to your loop. Navigate to People and follow these steps to update your contact list.
Contacts is located on the left side of the screen in the People section of your account.
Find the person you want to edit in the contacts list. You may also use the search bar. Click on their name to edit their information.
Use the Contact page to edit the person’s information. This information can later be autofilled in loops.
Make sure to click save at the bottom right of the page to save any changes.
- You can remove duplicate contacts.
- You can add multiple contacts of the same person if they have more than one email address.
- To use the contact information in autofill, be sure to select the contact in the dropdown when adding in the people section of the loop.