Within RW Elephant, there are some helpful distinctions to remember when editing, changing, and deleting Contacts on Orders.
You can manage your Contacts directly through the “Contacts” icon in the upper left corner of your browser window. However, there will be times when you need to edit, change, or delete a Contact directly on an Order.
When you need to make a change to a Contact on an Order, head to the applicable Order. Click the green “Edit Order” button.
Hover over the Contact Record you need to edit, change, or delete. You’ll see a black caret at the right side of the Record.
Click the caret. You’ll see two options: “Edit Contact Card…” and “Remove Contact from Order.”
Let’s dive into the difference between these two options.
Editing a Contact Card
Think of Contacts within RW like a Rolodex. The Contact Card is like a card in the Rolodex. RW refers to the Contact’s Card each time you add that Contact to an Order. When you edit the Contact Card, you are editing the Contact’s information across all Orders.
For example, if a Contact is John Doe and you need to fix a typo in his phone number, you will Edit the Contact Card to change his information. When you do so, his phone number will now be correct on all his Orders (not just the one you’re looking at currently).
In the drop-down menu, choose “Edit Contact Card.”
The Contact Card pop-up window will appear.
Make any necessary changes, then click the blue “Save” button.
Click the green “Save Order” button.
It is important to note that when you Edit a Contact Card, the Contact’s information will be updated for every Order the Contact is on.
Removing a Contact from an Order
You may run into a situation that requires you to delete or change a Contact Record on an Order.
Maybe the wrong Contact was selected as the Client, or the Onsite Contact for the event has changed from the planner to the bride.
Whatever the case, if you’re working on an Order and you need to completely change or delete a Contact, follow these quick steps:
In the drop-down menu, choose “Remove Contact from Order.”
The Contact Record will be removed. Now you can enter the correct Contact, or leave it blank if you aren’t replacing the Contact.
You can also remove a Contact from an Order by clicking into the relevant Contact field and pressing the “delete” or “backspace” key on your keyboard.
If you want to completely delete a Contact from RW Elephant, check out Deleting a Contact.