Editing Clients and Contacts

You can update client and contact details from the clients details page.

• Update Client Details
• Update Contact Details

Update Client Details

On the client detail page, click Edit

Update relevant client details in the Overview, Contacts and Customer Prices tabs on the edit details page:  Click Save to apply the changes.

Update Contact Details

Contact details can be updated via the Contacts tab when editing the client details or directly from the client detail page.  In the Contacts tab of the Client Overview section, click Edit at the end of the contact row.

Edit the relevant contact details and click Save to apply changes.