Home / Blog / Editing an Existing Contact
Article
Share Post

Editing an Existing Contact

K. Romeo Aug 21, 2025
CRM Inventory Invoicing Management Reporting
Editing an Existing Contact

 

1. To Edit an Existing Contact. Go to Customers (or Suppliers) Tab.  A drop down menu opens. Click on 'Show People'

 

2. A new window with Dashboard → Customers → Search People opens up

 

3. The search criterias at the top of the Widget Screen; gives you fields to search for the contact whose details needs to edited in your database.

 

Note: You could also directly jump to New Contact screen from here. This is effective in searching the database for the record before adding a New Contact

 

4. Once the desired record shows up in the list below, click on the Contact Name and  a new window with

 

5. Dashboard → Customers → View People opens up.

 

6. This screen has 11 tabs.

 

7. The first one Person shows you the Contact's basic details like Type (Customer/Supplier), Staus (Approve, Pending Approval etc),  Headquarters and   Contact   and Log Change details; with an option to add a New Person Meta

 

Further Reading: Metadata

 

8. The rest of the tabs:

 

  • Companies
  • Addresses
  • Sales Funnels
  • Callsheets
  • Projects
  • Enquiries
  • Quotations
  • Orders
  • Invoices
  • Proforma Invoices

 

allow you to add the self-explanatory fields to the company's database.

 

9. These tabs allow you to either fill in new details or choose pre existing data for these fields

 

Further Reading: Enquiries, Quotations, Orders and Invoices,  Adding a New Sales Funnel, Inventory Management and Associated Data

 

 

 

 


About the author
K. Romeo writes practical ERP and operational workflow guides for SMEs in trading, retail, and multi-branch businesses. The focus is always the same: reduce manual work, increase visibility, and protect margin.