Sometimes the contact details that you have on file change or you require to include someone else to get invoices approved quicker. At this point, you need to add a new contact, mark the old contact as inactive, or highlight who your primary contact is.

How to add a new contact?

To add a new contact - Go to your customer profile ➡️ select the “+” in the contacts widget to add a new contact.

How to edit an existing contact?

To edit an existing contact, mark them as inactive, or make a primary contact – select “…” and you will be able to see the dropdown menu as per below.

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