# How to change customer data from the Contacts

# How do I change customer data from the Contacts?

This article explains how to **update customer records** in the Contacts directory by modifying tags and custom fields. Follow these steps to sync data workspace-wide for your live Inbox and troubleshoot common sync issues.

### In this article, you will learn how to

- **Modify tags and custom field** data points to capture fresh user context.
- Troubleshoot issues which appears while changing customer data.

## Before you start

Before changing customer data from the Contacts, make sure you have:
- Existing contact profiles saved in your directory available to edit.
- Global custom fields pre-configured by an admin if you intend to log tailored business attributes.

> **Important:** Modifications made within the Contacts tab apply universally across Flownally. Any ongoing or future conversations with this customer in your shared Inbox will instantly display these updated fields and tags.

## How to change customer data from the Contacts

1. Log in to your Flownally workspace.
2. Go to the **Contacts** tab.
3. Click on the customer you want to edit.
4. You can edit the below customer details:
	1. Tags:
		- Click on **Add tag** to add a new tag
		- Click on the **x** icon next to existing tag to remove it
	2. Custom fields:
		- Click on **Add custom field** to add a field
		- Hover over the existing custom field and click on pencil to edit its value or on the **x** icon to remove the field

## What happens after changing customer data from the Contacts?

After customer data is changed from the Contacts, the updated information is instantly synchronized across your entire Flownally workspace. Your team will see these changes reflected immediately in the Inbox during active chats, and you can right away use the updated tags and custom fields to build targeted messaging segments or trigger automated workflow sequences.

## Troubleshooting

### Changes are not reflected in the Inbox immediately

An agent working in the live Inbox still sees old data after you update a contact profile. This happens due to a minor synchronization delay or local browser caching on the agent side. You must ask the agent to refresh their browser tab or switch conversations to force the view to update.

### Cannot delete or clear a custom field value

The old data value reappears as soon as you reopen the contact profile. This happens because the field is tied to an active automation sequence or an external integration webhook. You must pause the background workflows or manually overwrite the field text with a placeholder value.

## Related articles

- [How to add a contact](/contacts/add-contact)
- [How to import contacts](/contacts/import-contacts)
- [How to archive a contact](/contacts/archive-contact)
- [How to create a new tag](/settings/custom-data/create-tag)
- [How to create a new custom field](/settings/custom-data/create-field)