Edit customer contacts
This article describes how to edit customer contacts in Scheduler from the New job panel or from the Contacts tab .
-
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
.
-
Make your changes, and then click SAVE CONTACT.
-
Go to the Contacts tab
.
-
Use the Search field or scroll to find the customer contact you want to change.
-
Beside the customer name, select the three dots
, and choose Edit contact.
-
Make your changes, and then click SAVE CONTACT.
Learn how to delete a customer contact.
Learn how to edit a job.