Editing Contact Details

Learn how to edit an existing contact.

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. Open your customer and select ‘Contacts & Users’ within the treeview on the left
2. Here you will be able to create, edit and view contacts for this customer. If you have multiple contacts, you can even use the search within ‘customers & users’ to narrow them down.
3. Select ‘go’ under ‘actions’ on the right-hand side for the customer you wish to edit.
4. Edit the information you need to change
5. Click save.