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How can I modify a prospect's general information ?

After a contact Image z_Search through which your contact appears, you will find your prospect along with four buttons :

Figure: The View Clients Page, allowing to run searches.
Image CRM_PROSPECT_LINE

The Image z_Modify button then enables to display a pop-up window with the editable general information that had been inputed while at this prospect's creation.
 
It is to note that this button only appears for prospects : standard clients' general information is edited on the other hand in the Clients interface.


next up previous
Next: How to move a Up: A : General Tools Previous: How can I tell