Browse

Before you start

Make sure you're assigned to a permission group that has Contacts enabled.

Edit and update one contact

1. In Onvio Centre go to Setup, then All Contacts.
2. Choose the contact, then select Edit .
3. Make changes and select Save.

Edit and update multiple contacts

You can change some general information for multiple contacts at once.

1. In Onvio Centre go to Setup, then All Contacts.
2. Choose multiple contacts in the list, then select Edit in the toolbar.
3. Select Next to change general information for contacts.
4. Make changes and select if you need to undo any changes. Select Next to review them.

   Note: To change the display name format, you must have selected only contacts of the Individual entity type.

5. Select Show Details to see more information or to remove a selection from the list of items you're editing.
6. Select Done to save your changes, or select Previous to go to back to the last step. Select Cancel to undo all changes and go back to the contact setup page.

Difference between a client, a contact, and a project

Add a contact

Delete a contact