View/Edit Company Contact

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How to View/Edit Company Contact?

To view/edit a company contact follow the below mentioned steps:

 

1.Click on Contacts menu > and select Company Contacts;
2.Once a Grid is loaded on your screen, click on the edit icon on the desired company contact row to open Company Contact pop-up window;
3.You can then view/edit the details on the pop-up window;
4.Click on the SAVE button if you make any changes to the contact screen.

 

Note: You cannot delete a contact once created. If you wrongly created a contact, then you can only edit it. Making any changes in the contact will change the contact details in all the cases where it is referred.

 

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