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How to modify a client's card?

Modify a client's card



Go to the Contacts tab and search for your contact (see Search for a contact). Once you have found your contact, click on the icon at the end of the line on the right to open the contact card.

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To modify the information on the client's card, click on the Edit button at the top of the card. You can then add notes or modify existing information (surname, first name, address etc.).

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Then, click on Save before closing the card.

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