You can edit client and supplier information at any time in Sion. First, click Contacts in the top menu or use the global search feature.

Locate the contact you want to edit and click the Name.

The contact profile will open. You can either edit all of the possible contact fields in one window or edit individual sections of a contact profile. Directions for both are below.

To edit all possible fields in one window, click Edit in the top right.

This will open the Edit window, where you can update or add any information in one place. Click Save in the bottom right when you’re done to keep the changes.

To edit an individual contact field, open the client profile page and click Edit next to the desired information.

Some fields you will be able to edit directly, adding information, removing data, or editing details. Click Close when done with these fields.

Other fields will automatically open the Edit Contact window so that you can adjust the desired fields. Click Save to keep changes made in the window.