Editing contacts & companies

Editing contacts and companies in your site:

In order to edit contacts or companies in your site, follow the steps below.

  1. Open the admin panel. 

  2. Click the "Project Administration" tab. 

  3. Select the "Contacts" or "Companies" tab. 

  4. Click on the contact you wish to edit, and the details will open on the right side. 

  5. At this point, you can make your desired changes. Simply exit the contact by clicking the "x" in the upper right corner and your changes will be saved. 

    Note: editing companies is the same; you just need to select the companies tab instead of the contacts tab from the site admin. 
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