Edit Contact Details
Easily update contact details while preserving transaction history.
In AkountFly, you can update contact details without affecting historical records. Any changes you make are tracked, ensuring that past invoices and bills retain the original contact information as it was at the time of issuance. This feature helps maintain accurate records and provides a clear audit trail.
Step-by-step
- 1Access Products & Customers
Go to Products & Customers in the sidebar to view your contact list.
- 2Select Contact
Click on the contact you wish to edit. Their details will open for editing.
- 3Edit Details
Click the dashed underline next to the Contact Name or Description to edit. Make your changes and save.
Changes are tracked, ensuring historical data remains intact.
