CRM – View/Edit a person’s missing details

1. Click on the ‘People’ tab in the menu bar.
2. Click on the name of the contractor's details that you wish to edit. 
3. Click on ‘Missing details’ to view the details that still need to be added to the person's details.
4. Click on the pencil symbol    . 
5. Edit/add the relevant details.
6. Click ‘Save’.