Overview
In this article we will go over how to edit or delete an existing client from your directory. To begin, click on the Contacts tab at the top of your screen. From here, you can open the contact's information by clicking the pencil icon to the right of their name.
Delete Contact
Once you have opened their information, you will see any portfolios or comparisons saved to their contact on the right, and their personal details on the left. To edit, click the Pencil icon once more, or to delete, select the Trash Can icon.
If you would like to delete the client, you will be prompted with a warning screen that the action is not reversible. To delete, confirm by clicking the Delete Contact button at the bottom.
Edit Contact
If you would like to simply edit the client's name or any other details saved in their information, you can quickly amend the details and click the Save button.