How to edit a contact?

Objectives

• Correct/Revise/Update data related to an existing Contact
• Capture and manage a contact’s details

Steps

Once you add your first Contact it will be accessible from the Contact grid in the Contacts module

Click on the Contact name or Contact ID to open its page and edit or capture more information.

 Here you will find the general information about the contact that was entered on the Add Contact Screen. 

 You can edit information regarding the Contacts’ job details, address, and personal information.

There is also a custom field section, in which we can add additional fields if needed. These fields can be of type text, date, or even a dropdown list of values.

At the end we have a text box for any comments.

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!