Any changes to contact details of a client/organisation or contact? Of course, you want to edit and implement such changes immediately. In this article we explain how and where to change such details.

You can edit client or contact details in two different ways. This can be done either via the event or via 'contacts'.

Step 1: Go to 'planning' (via the main menu).

Step 2: Select an event.

Step 3: Next to the client or contact person, click on the 3 dots and then 'edit'.

Step 4: Change the contact details and click save.

✔The changes have been made. 🥳

Step 1: Go to 'contacts' (via the main menu).

Step 2: You now see the clients. Switch to contacts if needed (via the main menu).

Step 3: Click on the client or contact you want to edit.

Step 4: At the top right, click 'edit'.

Step 5: Make the changes and click save.

✔The changes have been made. 🥳