Edit a relation

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DETAILED PROCEDURE

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

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 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.

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Select the client

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

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Access relations

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

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Edit an existing relation

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

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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

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Save changes

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

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Additional information is available in our Frequently Asked Questions, accessible in the following documentation:

FAQ – Edit a Relation

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