Edit contact information for a customer or vendor ✏️


Make changes to a vendor or customer's contact information.

In order to edit a customer or vendor's contact information, click your business name in the upper-right corner and select Customers & Vendors from the drop down menu.


Next, locate the contact using the search bar at the top of the page or sorting by contact type. 

Once found, click on the contact's name to display their detailed contact information. 

Click the gear icon in the top right corner, and select Edit from the drop-down options provided. 


Complete the edits you would like to make and click the Save button at the bottom of the page.

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