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Editing a Contact

To edit a contact, navigate to the client details page by going to the list of clients and clicking on a client in the list. By default you will land on the “Billing Contracts” tab. Click on the “Contacts” tab to view the list of contacts. Click on the 3 dots on the right-hand side of the contact row to open the contact menu. From the menu click “Edit.”



After you click “Edit” the “Edit Contact” popup will open where you can modify the email, name and phone number of the contact. Once you have modified the relevant information, click the “Update Contact” button in the popup.