How Do I Edit Contact Information?

In this article, you will find a step by step guide on how to edit contact information for suppliers, subcontractors and client.

You can easily update the contact information for any companies or contacts you have created in Planyard. To edit this information, follow these simple steps:

1. Click on 'Contacts' in the top menu.

2. Navigate between the tabs to select either company or contact information based on what you wish to edit.

3. Select the specific company or contact you want to modify.

4. The details will appear on the left side of the screen. Click the pencil icon next to the name to start editing.

5. Make the necessary changes and click 'Save' to apply your updates.