Editing contacts

1. From the ‘Contacts' section (left navigation bar) 

2. Click on the desired client contact 

3. Click on the edit pencil (top right-hand side) 

4. Edit information 

5. Scroll to the bottom of the form and click ‘Save contact’ 

You may also edit a contact by simply clicking on the ellipsis menu next to the contact on the contact dashboard, then click ‘Edit’