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The contact page, editing and deleting

Last updated: October 16, 2026

What it does

A contact’s page opens with the name, a type badge, and who created it and when. Select the name to copy it.

Next comes the Details card, with the picture, names, reference, email, phone and default currency. Below it, the Media card holds files you attach to the contact.

The right-hand column shows Primary Contact on an organisation, or Company on a person. With none set, it says “No primary contact set.” or “No company set.” Billing and shipping addresses follow, then the tags.

In the header, Edit opens the form the contact was created in. A More Actions menu holds View Audit History, View Bulk Activity and Trash. Beside them are the arrows. The up and down arrows step through the list you came from, with its filters and sort order. They are unavailable at either end. Audit history and moving between orders describes them.

Before you start

If you leave the page with unsaved changes, Lucrii asks you to confirm first.

How to use it

  1. Open a contact from the list.
  2. Select Edit to change its details, then save.
  3. Under More Actions, select View Audit History to open it in a new tab, or Trash to delete the contact.
  4. Confirm in the Delete Contact window.

Hermes can update a contact from a sentence. An MCP client can update or delete one through the contact tools.

  • Creating a contact: Add a person or an organisation as a contact, with names, email, phone, currency and two addresses.
  • Tags on a contact: Add free-text tags to a contact, with suggestions from the tags your organisation already uses.
  • Notes on a contact: Post notes and files on the timeline of any contact or contact location, beside the entries Lucrii records there.
  • Audit history on a record: Read a record’s audit page, the dated list of what changed on it and by whom, with the value before and after each change.

Changes