Edit a contact.
Open an existing contact in the Contacts app, edit the details and save the changes with Update.
Step 1: Click “Start menu”
Step 2: Click “Contacts”
Step 3: Select type of contact
Select if you would like to edit a customer, supplier or a lead.
Step 4: Click on the “Contact”
Click on the contact item you want to edit.
Step 5: Click “Edit”
When the customer modal of the selected customer opens, click on “Edit”.
Step 6: Edit the customer details as needed
Step 7: Click “Update”
Still evaluating? See what the ExequtechOS job card and field service management platform does, how the Exequ-Jobs offline app works on site, and what it costs.
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