Contacts (referees)
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      1. KLERQ Knowledge Base
      2. Firm
      3. Contacts (referees)

      How do I edit an existing contact's details?

      In the left menu bar, click on the heading 'Docs.' Then, select 'Contacts.'

      Screenshots articles (1)

      To edit an existing contact's details, click on the contact's name from the contacts list. This will send you to the contact's information page.

      To edit the information, click the 'Edit' button at the top right corner.'

      A pop-up will appear with information boxes that you can edit.

      • Title

      • First name*

      • Last name*

      • Role

      • Client

      • Industry

      • Department

      • Notes

      • Phone number

      • Mobile

      • Email

      • LinkedIn

      • Address

        • Street address

        • Apartment, suite, unit, building, floor, etc.

        • Postal code

        • City

        • Region

        • Country

      Once you have edited all the applicable information, click 'Update contact' at the bottom right corner of the pop-up to update the contact's information.