Edit customer contacts
Edit customer contacts in Reveal Field's Scheduler from the New job panel or from the Contacts tab.
From the New job panel
- Open the New job panel by clicking CREATE JOB or by selecting a job from the pending panel.
- Go to the customer contact that you want to edit and choose the pencil icon to make your changes.
- Click SAVE CONTACT.
From the Contacts tab
- Go to the Contacts tab
- Use the search box or scroll to find the customer contact you want to change.
- Beside the customer name, select the three dots and choose Edit contact.
- Make the changes and click SAVE CONTACT.
Learn how to delete a customer contact.
Learn how to edit a job.