Step by step
- Open the customer. On the Sites, machines & contacts tab, find the contact under Contacts.
- Click Edit under the contact, change the fields and press Save contact.
- To archive someone who has left, use Archive contact in the same place and confirm.
Works together with
- Archive and restore customers, sites, contacts and machinesArchive what you no longer use: it disappears from lists and forms but keeps all its history, and can be restored any time.
- The customer pageOne page per company, in tabs: sites, machines and contacts (or, for a client, their customers and machines), jobs and quotes, contracts and invoices, and company details.