Updating a client, or contact detail ensure estimate is addressed to the correct person and lands in the right inbox. You can update the primary contact person, change to a different business, or legal entity.
1. Changing Client details
To make a change is simple, click on Client in the estimate attribute panel, you'll see it highlight blue and a blue cog appear, indicating that this can be altered. From the pop-up box, update to your client details from the drop-down menu.
2. Changing Contact details
Click on Contact in the estimate attribute panel and within the pop up box, select the new contact. Make sure you hit Save Changes as navigating away from the pop up will cancel the action.
If your client, or contact details do not appear, these will need to be updated in Companies, or Contacts. More information can be found within this Knowledge Base article Set up a new company, or supplier and Set up a new contact.