Editing a Person

  1. In Site Planner, click on the 'CRM' component
  2. Search for the user's name or email in the search box
  3. Right-click on the user's record and click 'Edit'
  4. Make the changes in the record and click 'Save & Close'


Modified on Fri, 8 Sep, 2023 at 1:53 PM

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Make sure these features are added to your Site Stacker installation by learning how to run updates here!
Preview
0 of 0