Editing contacts and companies in your site:
In order to edit contacts or companies in your site, follow the steps below.
- Open the admin panel.
- Click the "Project Administration" tab.
- Select the "Contacts" or "Companies" tab.
- Click on the contact you wish to edit, and the details will open on the right side.
- 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.