Five tradespeople side by side: an electrician, a plumber, a builder, a security installer and an HVAC technician

Edit a contact.

Open an existing contact in the Contacts app, edit the details and save the changes with Update.

  1. Step 1: Click “Start menu”

    Click “Start menu”

  2. Step 2: Click “Contacts”

    Click “Contacts”

  3. Step 3: Select type of contact

    Select if you would like to edit a customer, supplier or a lead.

    Screen shows list of customers and need to select contact type.

  4. Step 4: Click on the “Contact”

    Click on the contact item you want to edit.

    Screen shows the list of customers.

  5. Step 5: Click “Edit”

    When the customer modal of the selected customer opens, click on “Edit”.

    Screen shows customer modal.

  6. Step 6: Edit the customer details as needed

    Screen shows the edit modal.

  7. Step 7: Click “Update”

    Screen shows customer edit modal.
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