# Actions

This section explains how to **edit**, **delete**, and **download** contact methods from the **Contact Methods** pages.
These actions can be completed across all contact methods, including **App Configurations**, **SIP Accounts**, **PSTN
Forwarding**, **SIP Forwarding**, and **Emails**.

The **Name** value helps you identify a contact method in Contact Methods lists and when performing actions.

---



## Editing Contact Methods

To edit any **Contact Method**, follow these steps:

1. Navigate to the **Contact Methods** menu and locate the contact method you wish to edit.
2. Click on the **Actions** button next to the contact method and select **Edit** from the dropdown menu.

[![../../_images/fig28.webp](../../_images/fig28.webp)](../../_images/fig28.webp)


**Fig. 1.** Actions Menu for Editing

3. Update the **Name** or any other editable settings in the **Edit Contact Method** window.
4. After editing the required details, click **Save** to confirm your changes.

[![../../_images/edit.webp](../../_images/edit.webp)](../../_images/edit.webp)


**Fig. 2.** Editing Contact Methods

Note

You can edit the table columns directly by either double-clicking the cell or clicking the pencil icon. This
functionality is available for columns where the pencil icon appears when hovering over the cell.

---

## Contact Methods and Relations

The **Relations** view provides an overview of all configurations associated with the contact methods.

To access the Relations view, select **Actions**, then choose **Relations**.

[![Actions Menu](../../_images/fig28.webp)](../../_images/fig28.webp)


**Fig. 1.** Actions Menu

Depending on the contact method type, the following relations will be displayed:

- **App Configurations**: Displays related call flows and app devices.
- **SIP Accounts, PSTN Forwarding, and SIP Forwarding**: Displays related call flows.
- **Emails**: Displays related delivery methods and subscriptions.

To navigate to a related section, select the [![gear](../../_images/gear.svg)](../../_images/gear.svg)
icon next to the relation.

[![Contact Methods Relations](../../_images/fig371.png)](../../_images/fig371.png)


**Fig. 2.** Contact Methods Relations



---

## Deleting Contact Methods

To delete contact methods, click the **Actions** button next to the contact method and select **Delete**.

[![../../_images/fig28.webp](../../_images/fig28.webp)](../../_images/fig28.webp)


**Fig. 1.** Actions Menu

If the selected contact method has any **relations**, the **Delete Contact Method** dialog shows a warning banner and a
**relations counter**. Click the counter to view the full list of related items.

To permanently delete the contact method and its related items, enable the **Delete and unlink relations** toggle, then
click **Delete**.

Note

Deleting a contact method also deletes and unlinks all associated relations. Unlinking these relations may disrupt
connected services.
If you prefer not to proceed, close the dialog and update or remove the connections manually.

[![../../_images/fig30.png](../../_images/fig30.png)](../../_images/fig30.png)


**Fig. 2.** Delete Contact Method dialog



---

## Downloading Contact Methods to a CSV File

To download existing **Contact Methods** to a CSV file, follow these steps:

1. Navigate to the **Contact Methods** menu and select one of the contacts you want to download.
2. Click on the **Download** button located at the top right of the user interface.

[![../../_images/fig26.webp](../../_images/fig26.webp)](../../_images/fig26.webp)


**Fig. 1.** Download Button for Contact Methods

3. A download pop-up screen will be displayed, prompting you to specify a file name and the location where the CSV file will be saved.
4. After providing the necessary information, click **Save** to download the CSV file containing the details of all contact methods.

[![../../_images/fig271.png](../../_images/fig271.png)](../../_images/fig271.png)


**Fig. 2.** Downloading Contact Methods to CSV File

On this page