i-Engine

CRM

Edit contact

In this paragraph you can read how to edit a contact.

1. Chose the path CRM / Contacts / Filter contacts, and search the contact you want to edit. (click here to read more about searching)

2. Ater opening the contact, a screen appears in which three different windows are visible called notices, company and concact. Click here to read more about adding a notice.

3. If you want to edit a contact, you can easily remove or fill up the information.

4. After finishing your edits, click in the window you edited on  . The edits are changed.

5. IMPORTANT: If you have edited information  in more windows, you should save in all the windows you edited!

i-Engine Guide (EN)