Unable to edit Location and Contact of existing Client or Contacts

NicholasChanCJ

Hi there,

As above, once a client or contact is made, the location and contact details of that record cannot be edited.

johnny

When a client gets created initially it will create a primary contact and a primary location.

You can not edit the primary contact or primary location by clicking on edit client

instead

you have to edit the primary contact by clicking into the client then clicking on contacts. You may edit the primary contact there or you may choose another contact as the primary contact

This is the same with location.

NicholasChanCJ

@johnny I confirm that using these steps, it is still not possible to edit the Client Primary Location Address and Contact.

The Edit Client just shows the named staff name and all other fields (ie. Title, Dept) is blank.

NicholasChanCJ

Hi guys, just to bump this up as I am still unable to edit the Primary Address or Telephone number of the Client record within the Primary Location section.

The individual contacts can be edited just fine.

Can anyone help?

johnny

NicholasChanCJ Im not able to replicate on the demo or my instances? Go ahead and try editing a primary contact and location again and send us your PHP logs for that timestamp. I'm curious to what it says.

johnny

one more thing goto to settings > Debug Copy and paste all that info in this thread

NicholasChanCJ

Hi Johnny, I can send over screenshots of the attempted editing process put together into a PPT/Word document as it does not appear to be a PHP issue, the fields for the Contact number and Address just do not appear anywhere to be edited.

johnny

Screenshots would be great we have upload capabilities on the forum now

NicholasChanCJ

Hi @johnny apologies for late reply, my ITFlow instance was down for the past few days and my colleague in France just managed to get it back up and running.

In the past 30 minutes I fiddled around with the settings and I finally found the navigation pathway to properly edit the contact and address record of the client. It was a bit confusing for me, I will document the workflow and put it up into the documentation this weekend if I am not too busy onboard another ship.

If it may be possible to submit some suggestions on the navigation, I will put it up for your consideration.

johnny

@NicholasChanCJ that is excellent! Feedback is always welcome, and we look forward to your feedback and your documentation, so ITFlow may get better each every day.