> ## Documentation Index > Fetch the complete documentation index at: https://docs.hiveinspect.com/llms.txt > Use this file to discover all available pages before exploring further. # Edit a Contact: Photo, Details, Brokerage, Tags and Linked Inspections > Update a client or agent in Hive Inspect: profile photo, name, email, CC emails, phone, address, birthday, brokerage, tags, website and social links, private notes, and every inspection they're linked to with days since their last one. In the dashboard: **Contacts** → click a contact. Each contact has its own page with everything you know about them, plus a list of every inspection they've been on. Think of it as a light CRM: for an agent, you can see at a glance how many inspections they've sent you and how long it's been since the last one. To open it, go to **Contacts** and click the contact's row (or the ✏️ icon when you hover it). See [Contacts list](/how-tos/contacts-list). ![Edit Contact, Update Sarah Whitfield's information, with a Show Linked Inspections button, and the Profile Photo section with Replace Photo and Remove Photo](https://mintcdn.com/hiveinspect-43c85ed1/yiSiawEi2XjOFEH3/images/how-tos/contacts-edit-top.png?fit=max\&auto=format\&n=yiSiawEi2XjOFEH3\&q=85\&s=49a287d3e7c5628cafd6ddd2efa3e1b9) The page has these sections, top to bottom: | Section | What's in it | | - | - | | [Profile Photo](#profile-photo) | The contact's photo | | [Basic Information](#basic-information) | Name, email, CC email, phone, address, birthday | | [Professional Information](#professional-information) | Business name and brokerage | | [Tags](#tags) | The contact's tags | | [Online Presence](#online-presence) | Website, LinkedIn, Twitter, Facebook, Instagram | | [Notes](#notes) | Private notes for your team | And at the top right, [Show Linked Inspections](#linked-inspections). *** ## Save your changes As soon as you change something, a bar appears at the bottom of the screen. Click **Save** to keep your changes. ![A dark bar reading You have unsaved changes with a Save button](https://mintcdn.com/hiveinspect-43c85ed1/yiSiawEi2XjOFEH3/images/how-tos/contacts-edit-save-bar.png?fit=max\&auto=format\&n=yiSiawEi2XjOFEH3\&q=85\&s=8df550b30a7dd2250a4cdba49dcc5e9d) * After saving, you go back to the **Contacts** list. * If you try to close or reload the page with unsaved changes, your browser warns you first. * **Photos are different:** uploading or removing a photo saves straight away, without the **Save** button. * A contact is the same everywhere. Changes show on every inspection they're on, past and future. *** ## Profile Photo Click **Upload Photo** (or **Replace Photo**) and pick an image: JPG, PNG or GIF, up to 5 MB. It's saved right away. To remove it, click **Remove Photo** and confirm. It's removed immediately. Where the photo shows: * Next to the contact's name in your **Contacts** list * On the contact cards of the inspection pages your clients see * On report cover designs that show the agents > [!TIP] > > Add photos to your agents. Clients see their agent's face on their inspection page, and agents love seeing themselves in your reports. *** ## Basic Information ![Basic Information with First Name, Last Name, Email Address, CC Email (Optional), Phone Number, Use Hill Country Realty's address checkbox, Address, Address Line 2, City, State, Zip Code, Country and Birthday](https://mintcdn.com/hiveinspect-43c85ed1/yiSiawEi2XjOFEH3/images/how-tos/contacts-edit-basic.png?fit=max\&auto=format\&n=yiSiawEi2XjOFEH3\&q=85\&s=a194a76c440bbdadbc63f1d92e1b2225) | Field | Notes | | - | - | | **First Name** | Required | | **Last Name** | | | **Email Address** | Required. Each contact needs their own email: two contacts can't share one. | | **CC Email (Optional)** | Up to 10 extra addresses, separated by commas, for example an agent's assistant. They're copied on the automated emails this contact gets. | | **Phone Number** | Used for automated texts. If you change it, texts to this contact start again even if the old number had stopped working. | | **Address**, **Address Line 2**, **City**, **State**, **Zip Code**, **Country** | The contact's mailing address | | **Birthday** | Pick a date | ### No email yet? Clear the **Email Address** box and click **Generate Dummy Email**. Hive fills in a placeholder address and shows **Using placeholder email**. The placeholder is hidden from clients on reports. Replace it as soon as you know the real email: emails sent to the placeholder never reach anyone. ### Email already used by another contact? If you change the email to one another contact already has, Hive won't save it and shows **Another contact with this email already exists in your organization**. If it's the same person, [merge the two contacts](/how-tos/contacts-list#merge-duplicate-contacts) instead. ### Use the brokerage's address When an agent is linked to a [brokerage](#professional-information), you can tick **Use \[brokerage]'s address**. The contact's address then follows the brokerage and greys out here. Untick it to type a different address for this contact. ![Use Hill Country Realty's address ticked: This contact's address follows the brokerage. Uncheck to enter a different one. The address fields are greyed out.](https://mintcdn.com/hiveinspect-43c85ed1/yiSiawEi2XjOFEH3/images/how-tos/contacts-edit-basic-brokerage.png?fit=max\&auto=format\&n=yiSiawEi2XjOFEH3\&q=85\&s=6583b4f8542b0f2043a14aab56d10722) *** ## Professional Information ![Professional Information with Business Name Whitfield Team and Brokerage Hill Country Realty](https://mintcdn.com/hiveinspect-43c85ed1/yiSiawEi2XjOFEH3/images/how-tos/contacts-edit-professional.png?fit=max\&auto=format\&n=yiSiawEi2XjOFEH3\&q=85\&s=bead92af9ac9b47d6b384d0b7d6b6849) * **Business Name:** the contact's company or team name. It shows under their name in the **Contacts** list. * **Brokerage:** pick the agent's brokerage from your directory. Type to search. Manage the directory from **Contacts → Manage Brokerages**. Contacts imported from other software keep their agency as text. You'll see **Previously entered as "…". Select a brokerage to link this contact.** Pick the brokerage to link them. *** ## Tags Click a tag to add it (it turns blue with a ✓). Click it again to remove it. Then click **Save**. ![Tags section with Agents and Top Producer selected in blue, and Clients, Lenders and Repeat Client not selected; 2 tags selected](https://mintcdn.com/hiveinspect-43c85ed1/yiSiawEi2XjOFEH3/images/how-tos/contacts-edit-tags.png?fit=max\&auto=format\&n=yiSiawEi2XjOFEH3\&q=85\&s=23f676e77a157cd8b4d8535731d4b3a7) Every tag you've created is shown. To create a new one, go to [Manage contact tags](/how-tos/contact-tags). > [!NOTE] > > Tags you remove by hand can come back: **Also add instantly** adds the tag again the next time the contact is added to an inspection in that role, and [Auto Tagging](/how-tos/auto-tagging-contacts) adds it again overnight if they still match the rules. *** ## Online Presence **Website**, **LinkedIn**, **Twitter**, **Facebook** and **Instagram**. Paste the full web address, for example `https://linkedin.com/in/username`. These are included when you [export your contacts](/how-tos/contacts-list#export-to-csv). *** ## Notes Anything you want to remember about this contact, for example "Prefers texts" or "Always attends the walkthrough". Notes are for your team only: clients and agents never see them. Contacts imported from other software often have extra details here, such as a second phone number or their tags from the old software. *** ## Linked inspections Click **Show Linked Inspections** at the top right to see every inspection this contact is on. It's the quickest way to see an agent's history with you. ![Linked Inspections for Sarah Whitfield: 6 days since last inspection, 6 inspections, then cards for each property with a Confirmed status, a Buyer Agent or Listing Agent badge, and the date and time](https://mintcdn.com/hiveinspect-43c85ed1/yiSiawEi2XjOFEH3/images/how-tos/contacts-linked-inspections.png?fit=max\&auto=format\&n=yiSiawEi2XjOFEH3\&q=85\&s=966de807f312ef8455addda23f9a8489) At the top: * **Number of inspections:** every inspection they're linked to, in any role. Deleted inspections aren't listed or counted. * **Days since last inspection:** counted from their most recent inspection date that has already passed (upcoming ones don't count) For each inspection: * **The address.** Click it to open the inspection. * **The status**: **Draft**, **Review** (a quote), **Waiting**, **Confirmed** or **Canceled** * **Their role**, such as **Client**, **Buyer Agent** or **Listing Agent**. If they're on the inspection in two roles, for example as both Buyer Agent and Listing Agent, the inspection is listed once with both roles. * **The date and time**, or **Not scheduled** Inspections are listed newest first, with upcoming ones at the top. > [!TIP] > > For the same numbers across all your contacts at once, use **Export to CSV** on the Contacts page: it adds **# Inspections**, **Last Inspection** and **Days Since Last Inspection** for every contact. See [Export to CSV](/how-tos/contacts-list#export-to-csv). *** ## Unsubscribed from automated emails If the contact clicked **unsubscribe** in one of your emails, a yellow notice shows at the top of their page. ![Unsubscribed from automated emails: This contact won't receive automation emails (inspection scheduled, quote, follow-ups, etc.) since 10/9/2026. Manual emails sent from the dashboard composer still go through.](https://mintcdn.com/hiveinspect-43c85ed1/yiSiawEi2XjOFEH3/images/how-tos/contacts-edit-unsubscribed.png?fit=max\&auto=format\&n=yiSiawEi2XjOFEH3\&q=85\&s=fa5feb0ce57c9624fdc1fdec7b592449) They won't get any automated emails from you. Emails you send yourself with [Compose Email](/how-tos/compose-email) still go through. *** ## Add a new contact Most contacts are added for you when you put someone on an inspection. To add someone who isn't on an inspection yet, for example an agent you just met: 1. Go to **Contacts** and click **Add New Contact**. 2. Fill in the same sections as above. **First Name** and **Email Address** are required. 3. Click **Create Contact** in the bar at the bottom. If a contact with that email already exists, Hive shows **This contact already exists** with a **Load Existing Contact** button, so you can open and update that contact instead of making a duplicate. *** ## Frequently asked questions > **I changed a contact's email. Do their inspections update?** > > Yes. The contact is the same on every inspection, so future automated emails go to the new address. > **Why don't I see the contact's photo on reports?** > > The photo shows on the inspection pages your clients see and on report covers that show agents. Check that the photo is saved on the contact (it saves as soon as you upload it), and that your report cover design includes agents. > **Can clients or agents see my notes?** > > No. Notes on a contact are only visible to your team in the dashboard. > **Is the contact page on the mobile app?** > > No. The **Contacts** pages, including tags, merging, import and export, are in the web dashboard. Related [Contacts list Search, filter by tag, merge duplicates and export to CSV](/how-tos/contacts-list) [Manage contact tags Create a Clients tag and an Agents tag that are added automatically](/how-tos/contact-tags) [Auto-Tag Your Contacts Tag agents and clients by inspection count, revenue or how recently they booked](/how-tos/auto-tagging-contacts) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.