Edit details of a contact

• Related Articles

• Edit Fields of the Contact Form

  Navigate to the Admin module. Go to the Manage form. Click on the Contact Form. To edit any fields, click on any field and its details and be shown on the right-hand side. Click on the field you want to edit (For example: Say we want to edit the ...

• Edit the Details of an Account

  Navigate to the Accounts module. Checkmark the account name. Click on the Edit icon. Right-hand side Header should show Edit Account. The account name selected initially should user Basic details. Account Type should come by default and be added if ...

• Mark a Contact Active or Deactive

  Click on the Contact tab. Click on the contact’s name. Click on the Contact Details. Click on the Edit Details. Select Yes or No from Is Active drop-down menu. Click on Save.

• Adding Alternative Contact Details in the Contacts Module

  For Adding an Alternative Phone Number: Access Contacts Module: Open the Contacts module. Select a Contact: Click on the name of the contact to whom you want to add an alternative phone number. Add Phone Number: In the contact window, click 'Add ...

• Update Prospect's personal details

  Click on the Prospects module. Click on the Prospect name. Click on the prospect details tab (as shown below). Click on the edit details. Modify personal details as required (as shown below). Click on the Save button.