1) To edit contact person detail, click on “Contacts” sub-menu of Client Details page as shown below:
2) The system will navigate the user to the Contacts section as shown below:
3) To edit contact person’s detail, click on “Edit” button on top right of contact’s window as shown below:
4) The dropdown has three following selections:
- Contact Info – is the button for user to edit contact person’s information detail.
- A pop-up form will be displayed as shown below:
- User can make changes to all fields.
- To apply changes, click “Save Changes”.
- To cancel, click “Cancel”.
- Change Picture – is the button for user to change contact person’s display picture.
- A pop-up window will be displayed as shown below:
- User can change picture in the following methods
- Drag and drop picture file from computer to the window
- Clicking on window and select picture file from local drive.
- To apply changes, click on “Upload”.
- To cancel, click “Cancel”.
- Delete – is the button for user to delete a contact person
- To delete a contact person, click the “Delete” button.
- A pop-up message will be displayed to confirm deletion as shown below:
- To confirm deletion, click “Delete”.
- To cancel, click “Cancel”.
- A success message will pop-up on top right to show that task has been successfully deleted as shown below:
