document. After a deal is generated with a new email, the system will create a new contact with the provided details for the customer.
How to edit contacts
It all start by going to Contact’s page, then you must locate the contact you want to edit. A list of existing Contacts will be shown within this page. You can navigate through the shown records and click on the one you one to edit.
You can click on one of the records shown in the grid.
You can use the search bar to locate a contact
To use the search bar you need to type the name, email, or any value that will help you find the record of the contact you want to edit.
A list of records matching your searching criteria will be shown
Select the desired record by clicking on it.
When you click on a record you will be redirected to the contact’s profile page. This is a page where you’ll be able to see all the data related to the selected contact.
Within this page you’ll see 2 actions button located in the left side of the screen
Edit: will enable the Contact’s information fields and will make them editable
You can make the desired changes and click on the save button.
You can cancel the changes and the data will remain the same.
Delete: this option will allow you to delete the Contact.
A modal will prompt asking if you’re sure about deleting the Contact
You can confirm your decision by clicking the delete button.
A notification will be shown, informing the Contact has been deleted.
You can cancel the action by clicking the cancel button.
Understanding contact’s information
It all starts by going to a contact profile page, once you’re in this page you will see:
Contact’s general information:
Last updated date / Created date.
within this tab you’ll be able to see all the project’s created under this contact.
You can navigate to the project’s details by clicking on the project’s raw
You will be redirected to the project’s profile page.
Within this tab you’ll be able to see all the addresses related to this contact, meaning a deal was made using these addresses.
You can navigate to an address profile page by clicking on the raw containing the address.
Within this tab you’ll be able to see which business addresses are assigned to this contact.
You can navigate to the business address by clicking on the record.
within this tab you’ll be able to see all the payments done by this contact.
For now you’ll only be able to see the Payment ID and the amount.