Edit customer contacts
Description
Cause
Resolution

Edit a customer contact

  1. From Contacts, select Customers.
  2. Open the relevant customer record from the list.
  3. Change from the Activity tab to the relevant tab that you want to edit. 
  4. Select the pencil icon to edit the relevant area.
  5. Once you've made your changes, select Save.

NOTE:

If you delete an address, the system also deletes any contacts associated with it.

 

Steps to duplicate
Related Solutions

Create a customer contact