Edit general details of a contact

On the General tab you can update the type, name, contact details and addresses of a contact.

Edit General details

1. Go to Contacts;

2. Click the contact you want to edit;
3. Open the General tab;
4. Under Contact type, choose whether the contact is a Company or a Individual:
   1. Company:
      1. Enter the Company name;
      2. Optionally fill in KvK and BTW number.
   2. Individual:
      1. Enter First name and Last name.
5. Select the desired Contact type and Status;
6. Fill in Email, Phone, Website and Fax as needed;
7. Click Save.

The contact's addresses are shown under the same tab. Managing addresses is described in a separate article.