How do I edit a contact?

jakeo254
Contributor
Contributor

Hello,

 

How do I edit my contact list, and specifically how do I edit a particular contact?  The PP interface allows a quick delete or blocking of accounts in the "Send and Receive" menu, but in order to edit I need to create an invoice then edit the contact from there ... then cancel the invoice.  Seems clunky, but is this the only way to edit an existing contact?

 

In the "ask the community" archives, a few others have asked this question but was never resolved.

 

Thanks in advance,

 

Jake

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kernowlass
Esteemed Advisor
Esteemed Advisor

@jakeo254 

 

You don't have to actually create an invoice, try this, 

 

Home page > click on send and request in the blue bar top of page > click on more in the white band > create an invoice (just to get to the right page) > click on settings (between the ? and create batch invoices) > customers.


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Kudos / Solution appreciated.

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Solved

kernowlass
Esteemed Advisor
Esteemed Advisor

@jakeo254 

 

You don't have to actually create an invoice, try this, 

 

Home page > click on send and request in the blue bar top of page > click on more in the white band > create an invoice (just to get to the right page) > click on settings (between the ? and create batch invoices) > customers.


Advice is voluntary.
Kudos / Solution appreciated.
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jakeo254
Contributor
Contributor

Yes, that worked great!  I have a lot of partial addresses I was able to clean up.

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