Keep your client records up to date by editing contact information directly in Vantage.
How to Edit a Client Contact
Go to the Clients tab in your Vantage dashboard.
Tap on the client card you want to update.
Navigate to the Contacts tab.
Select the contact you wish to edit.
You’ll be able to update the following fields:
First Name
Last Name
Email
Phone (optional)
Client Contact ID – This can now be edited to help you better track and reference contacts.
All fields are fully editable, so you can easily keep your client contact information accurate and organized. Changes are only visible to your internal team.