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Editing an Existing Contact

  1. To Edit an Existing Contact. Go to Customers (or Suppliers) Tab.  A drop down menu opens. Click on 'Show People'   2. A new window with Dashboard → Customers

K. Romeo
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Editing an Existing Contact
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Editing an Existing Contact

 

1. To Edit an Existing Contact. Go to Customers (or Suppliers) Tab.  A drop down menu opens. Click on 'Show People'

 

2. A new window with Dashboard → Customers → Search People opens up

 

3. The search crietrias at the top of the Widget Screen; gives you fields to search for the contact whose details needs to edited in your database.

 

Note: You could also directly jump to New Contact screen from here. This is effective in searching the database for the record before adding a New Contact

 

4. Once the desired record shows up in the list below, click on the Contact Name and  a new window with

 

5. Dashboard → Customers → View People opens up.

 

6. This screen has 11 tabs.

 

7. The first one Person shows you the Contact's basic details like Type (Customer/Supplier), Staus (Approve, Pending Approval etc),  Headquarters and   Contact   and Log Change details; with an option to add a New Person Meta

 

Further Reading: Metadata

 

8. The rest of the tabs:

 

  • Companies
  • Addresses
  • Sales Funnels
  • Callsheets
  • Projects
  • Enquiries
  • Quotations
  • Orders
  • Invoices
  • Proforma Invoices

 

allow you to add the self-explanatory fields to the company's database.

 

9. These tabs allow you to either fill in new deatils or choose pre existing data for these fields

 

Further Reading: Enquiries, Quotations, Orders and InvoicesAdding a New Sales FunnelInventory Management and Associated Data

 

 

 

 


About the author
K. Romeo writes practical ERP and operational workflow guides for SMEs in trading, retail, and multi-branch businesses. The focus is always the same: reduce manual work, increase visibility, and protect margin.