There are a few ways to open a Contact Edit modal.

• CRM > Contact > Edit from vertical ellipses drop-down
• Contact View page > Actions > Edit
• Customer View page > Contacts section > Pencil Icon
• Quote/Order/ View page > Pencil icon to right of Contact name under Customer Details

Step     Action

  1.       Make required changes to the Contact Edit modal.

  2.       Select {Save}.  A pop-up will confirm contact successfully saved.

Below are links for more information on each section of the Edit Contact modal.

• General Contact Information (Name, contact information, etc.)
• Locations (Default billing, shipping, and additional addresses)
• Online Ordering (Payment options, shipping options, default portals, etc.)

Note: To edit Contact's financial information (Stored credit card profiles) see Contacts - Financial.