You can quickly edit Contact details of a client without having to leave the Accounts pages (Invoices or Quotes).


To do this, in the Web Portal go to CRM > Invoices > click on the Billing name.


This will open up the drawer on the right side of the screen, and you can edit the Billing information by clicking the Edit pencil at the top of the drawer, or you can edit the Contact details by clicking on the Contacts tab and selecting the Edit pen of the desired contact.