Managing Contact Information
Effective contact management includes the ability to easily edit and delete contact records as needed. Editing contacts allows users to update information such as names, email addresses, and phone numbers, ensuring that the contact details remain accurate and current.
This is crucial for maintaining up-to-date records, especially as contacts can change their address or update their phone numbers. Deleting contacts, on the other hand, is essential for keeping the database clean and organized. Users can remove outdated contacts to reduce clutter and improve the efficiency of the system. By regularly managing, editing, and deleting contact records, businesses can ensure that their contact database remains relevant, accurate, and easy to navigate.
How To Manage Contacts
To edit a contact, hover over the "Customers icon in the sidebar and select Contacts".
Check the checkbox next to the desired contact, select "Edit" from the toolbar icons that appear on top-right.
A window appears where you can make the necessary changes and then click on "OK". You have successfully edited the contact.
To Delete a contact,
Check the checkbox icon next to the desired contact, select "Delete" button from the toolbar section.
A Prompt appears asking you to confirm if you want to delete the selected contact.
Click on "Delete" button to delete the contact, or click on "Cancel" to abort your action.
The toolbar actions appear only after a checkbox is selected. If one checkbox is selected then "Edit" button appears. If more than one checkbox is checked then other toolbar opitons like "Delete" appear.