Editing Client Contacts

1. Access the Client Section

• Go to the > Client section in the left panel.

2. Select the Client

• Choose the client whose contact information you want to edit.

3. Navigate to the Contacts Tab

• Click on the Contacts tab at the top of the client's page.

4. Locate the Contact to Edit

• Find the contact you want to edit in the Contacts table.

5. Open the Edit Contact Modal

• Click on the pencil icon under the Action column next to the contact's details.

6. Edit the Contact Information

• The Edit Contact modal will appear.

• Update the necessary fields such as:

  • First Name

  • Last Name

  • Phone Number

  • Email Address

  • Relationship

  • Physical Address

  • Unit/Suite #

7. Save Changes

• Click the Save button at the bottom right of the modal to apply changes.

8. Review Updated Contact Information

• The updated contact information will now appear in the Contacts table.