Editing, Changing, or Deleting Contacts on an Order

Editing a Contact means that you’re keeping a Contact but editing their information.

For example. If my contact is John Doe and I need to change his phone number or email I will edit his information.

To do this go to the applicable order.

Click the green “Edit Order” button.

Hover your cursor over the green Contact name.

Click the little white arrow that appears to the right of the contact.

A pop up window will appear that says “Edit Contact”.

Click this and the Contact Info window will appear.

Enter in your changes and then click the blue “Save” button.

Click the green “Save Order” button.

If you’re working on an order and you need to completely change or delete a contact or venue follow these quick steps.

Go to the applicable order.

Click the green “Edit Order” button.

Click on the green Contact or Venue.

Press the Delete key.

The name will disappear but not the rest of the contact info.

Click the green “Save Order” button to see the rest of the info cleared.

Now you can leave it blank or enter a new contact.