Change a client's contact details

The client's phone and email are up to date.

Before you start

Anyone in the business can do this.

Start here

The client's profile › Overview › contact details › Edit

Steps

  1. 1

    Click Edit next to the contact details.

  2. 2

    Make your changes. Type the phone number with its country code.

  3. 3

    Save.

If something goes wrong

You can't clear both the phone and the email
One of them has to stay.

Good to know

  • A new or changed number must be Romanian. An archived client's details can't be changed.

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