Edit a contact

Edit a contact

Goal

Open a contact from a company so you can review or edit the contact information.

Procedure

Step 1: Open the companies list

In the CRM menu, click Company to open the companies list.


Step 2: Open the company record

Double-click the company you want to open.


Step 3: Show related contacts

On the company page, click the Contact tab to display the related contacts.


Step 4: Open the contact

Click the contact name (for example, “Max”). The contact record opens.


Idea
After the contact opens, you can review or edit the available fields, depending on your permissions. If editing options are not visible, please contact your administrator.

    • Related Articles

    • Delete a contact

      Goal This article explains how to delete one or more contacts linked to a company in the system. Procedure Step 1: Open the Company list In the CRM menu, click Company. Step 2: Open the company Double-click the company you want to open. Step 3: Show ...

    • Create a contact

      Goal This article explains how to create a new contact for an existing company in the system. You will open the company record, view its related contacts, and add the new contact on a new row. Procedure Step 1: Open the companies list In the CRM ...

    • Release notes

      Goal This article summarizes recent releases and highlights important changes. Use it to understand what is new, what changed, and where to find features in the system. For detailed items in your workspace, open lists like orders, quotations, ...

    • API documentation

      Goal Open the API documentation for the system. Procedure Step 1: Open the API documentation Open your web browser and go to http://api.omikai.com. Bookmark the page so you can find the API documentation quickly in the future. If the page does not ...

    • Update product template

      Goal This article explains how to update a product template in the system. You will change fields in the product section (for example, size settings) related to products, and fields in an operation (for example, setup time for packing) related to ...