Contacts – Edit

When you click on Contacts > Edit this form opens –

Select the contact you wish to edit from the drop down box or use the keyword search.

When you select the contact the form below opens.

If you don’t wish to edit a contact – click on Close.

If the contact is a customer or a supplier and not an employee of theirs (i.e. a Sole Trader) you can link them to a Prelude account or create a Prelude account for them by clicking on the appropriate radio button and entering the account code in the box that appears. If both a customer and supplier you can set up both at the same time.