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What Information Can I Update in a Contact

Editing a contact lets you update its name, account number, contact type, payment terms, address details, and any advanced settings - the same fields available…

Steps

  1. Go to Contacts and click the pencil icon on the contact's row.
  2. Update the Contact name, Account number, or Contact type under Contact details.
  3. Scroll to Addresses to update billing or shipping details.
  4. Scroll to Advanced for any additional settings.
  5. Click "Update & close" to save.

Related Articles

  • How Do I Edit an Existing Contact?
  • Where Is the Edit Contact Option Located?
  • Why Can't I Edit a Contact?

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