Editing a contact record (such as an applicant, vendor, landlord, contractor, solicitor, developer etc)

Owned by Elliott
Jan 16, 2023
1 min read

  • Login to VIA

  • Go to CRM > Contacts

  • Use the search bar to search for the contact using their email address, phone number, name, or company. they work for. Click the Advanced button to reveal more criteria to narrow down your search. Once you have entered the relevant information, click Search

  • Double click the contact from the list view to edit them, or right click the contact and select Edit

  • Go to the relevant field you wish to edit and enter the information

  • Click Save