When managing contacts in ClearCRM, you can access and edit a contact’s details by clicking on their name or using the hover menu next to it and selecting Edit. This opens a detailed pop-up window where you can modify various fields related to the contact.
Profile Image – Upload or change the contact's profile picture.
First Name & Last Name – Edit the contact’s full name.
Position – Define the contact’s role or job title.
Email & Phone – Update the contact’s primary email address and phone number.
Direction – Choose the preferred communication direction (e.g., system default).
Password – Option to reset or change the contact’s password (leave blank to keep unchanged).
Primary Contact – Checkbox to mark the contact as the primary point of contact.
Send Set Password Email – Automatically sends an email to the contact with password setup instructions.
Define access rights for the contact by toggling permissions for:
Invoices
Estimates
Contracts
Proposals
Support
Projects
Choose which email notifications the contact should receive:
Invoice
Estimate
Credit Note
Project
Tickets
Task
Contract
Once all modifications are made, click the Save button to apply the changes. Alternatively, click Close to discard changes and exit the window.
This pop-up window allows for quick and efficient contact management without navigating away from the main CRM screen.
