Breadcrumbs

Editing existing associations

Only the start and end dates of an association can be edited.

To edit an existing association

  1. Find and open the client, contact or (AE) supplier.

  2. Click the Associated tab.

  3. Select the association to be edited.

  4. Click Edit on the Tasks bar. The Edit Contact Relationship window opens.

  5. Change the Start and End Dates of the association. Enter the date in the format dd/mm/yyyy or select it from the drop-down calendar.

  6. Click OK to save the changes and close the Edit Contact Relationship window.