Edit a relation

DETAILED PROCEDURE

Here is a detailed procedure for editing a relation in Prodon Web.

 Search for a client

• Open the client management section.
• Click on the column header to activate the search.
• Type the name of the client to search.
• Click “Apply” to filter the search results.

Select the client

• In the list of search results, click on the client you wish to edit.

Access relations

• Once in the client’s profile, click on the “Relations” tab.

Edit an existing relation

• In the list of relations, click on the one you want to modify.
• Click the pencil icon to edit.

Edit relation information

• Click “View more information” to display all available fields.
• Edit the necessary fields, for example:
  
  • Title (e.g., Administrative Assistant)
  • Department
  • Address
  • Phone number
  • Start / End date
  • Notes
  • Primary contact / for receipts

Save changes

• Click “Save” to record the changes.
• The modifications are then applied to the client’s profile.

Additional information is available in our Frequently Asked Questions, accessible in the following documentation:
FAQ – Edit a Relation