Editing Existing Client Contact Information in LoadIQ

Key Steps

Step 1: Navigate to Contacts

 

• Navigate to the Contacts section in LoadIQ. It is below the search bar.

Step 2: Expand the Client List

• Find the option to expand the client list.

• Click to view all available clients.

Step 3: Select the Client to Edit 

• Identify the specific client whose information needs to be edited.

• Click on the client's name to access their details.

Step 4: Edit Client Information

• Change the necessary information (e.g., update contact name and email address).

• Ensure all required fields are filled out correctly.

Step 5: Save Changes 

• Click the “Save” button to apply the changes.

• Confirm that the information has been updated successfully.

Cautionary Notes

• Always double-check the information before saving to avoid errors.

• Ensure you have the necessary permissions to edit client information.

Tips for Efficiency

• Familiarise yourself with the layout of the Contacts section to speed up navigation.