Edit and update client's name, type, address and contact information at any point of working with them.
Open the client's profile - live search may come in handy. Click on the "pencil" icon here if you want to change the name or type of the client plus newsletters status:
Make the necessary changes in the pop-up window, click Save Changes:
To edit client's address, click on the links here and enter the new one:
To make the changes to the contact information, click on the link here:
Tip: you can add multiple contact details for a client. For that, click on the green "plus" icon and fill in the relevant fields. Mark the primary contact with the blue button:
Open the client's profile - live search may come in handy. Click on the "pencil" icon here if you want to change the name or type of the client plus newsletters status:
Make the necessary changes in the pop-up window, click Save Changes:
To edit client's address, click on the links here and enter the new one:
To make the changes to the contact information, click on the link here:
Tip: you can add multiple contact details for a client. For that, click on the green "plus" icon and fill in the relevant fields. Mark the primary contact with the blue button:
Published on: 15 / 01 / 2020