Edit Contact from Job or Project

If you are in the middle of editing a job or a project, and you have noticed the contact’s details need an update, you can now quick click this icon to Edit the relevant Contact:

#1728

For example, the user below has discovered that the client’s phone number has not been captured.

EditContactfromProject

By clicking on the icon, they are directed to the client’s contact details where they can update the right field and continue on with the rest of their day!

UpdateWorkPhone

Hope this feature has helped maintain the integrity of your CRM! Let us know if you need help with this feature by sending us an email on support@fortix.systems.