Edit a contact

Update an external contact's details — address, bank details, tags, notes and privacy fields. Existing records keep the details they were created with.

Web
Chöre›Chor›Kontakte›Kontakt öffnen

This feature is only available on the web.

Permission required: Contacts – Create & edit contacts

How to edit a contact

  1. Click "Ensembles" in the sidebar, choose the choir and then "Contacts".
  2. Click the contact: the form opens at the side next to the list. Via the icon at the top right you can also open it as a page of its own.
  3. Adjust the fields and save.

The ··· menu of the row also offers "Edit".

What does not change

  • Records already created keep the old details.

Frequently asked questions

Are my changes applied to existing invoices?▾
No. Invoices and transactions already created keep the details that applied when they were created. Only new invoices use the updated data.
Who sees the change?▾
All members with the permission "View contacts" see the new data immediately.
Why can I not edit a contact?▾
Archived contacts cannot be edited. Restore it first with "Restore".

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