Contacts - Editing a Contact


Overview


Editing a Contact

Step     Action

  1.       Select {CRM} and then select the {Contacts} tab. 

  2.       Hover mouse over the name of contact to be edited and select to View icon.

            The Customer view page will open.

  3.       Hover mouse over the Actions menu and select {Edit} from the drop-down.

    A Contact modal window will open.  


  3.      Make required changes.

To Be Edited

Action

General Contact Information
To edit, add, or delete General Customer Information (See Contacts - Creating a New Contact)

Locations (Default billing and shipping addresses)

To edit, add, or delete Locations (See Contacts-Locations)

Financial (Discount, tax type, accounts payable contact, etc)

To edit, add, or delete Financial (See Contacts--Financial)