FAQ – Edit a relation

1. How do I search for a client in Prodon?

You can search for a client by clicking on the column header in the client management section, then typing the client’s name and clicking “Apply.”

2. How do I access a client’s profile?

Once the client is found in the list, simply click on their name to open their profile.

3. Where can I edit a client’s relation?

In the client’s profile, click on the “Relations” tab to view and edit existing relation.

4. How do I edit an existing relation?

• Click on the relation you want to modify.
• Click the pencil icon to edit.
• Click “View more information” to access all editable fields.

5. What information can I edit in a relation?

You can edit:

• The relation title
• The department
• The address
• The phone number
• Start and end dates
• Notes
• Primary contact and contact for receipts options

6. How do I save the changes?

After making your changes, click “Save.”
The modifications will be applied immediately.

7. What if I want to cancel the changes?

Click “Cancel” before saving to revert to the previous state.