Edit a contact

Update an external contact's master data — address, bank details, tags, notes and GDPR fields. Requires the "contacts.edit" permission.

Web
ChöreChor öffnenVerwaltungKontakteKontakt öffnen

Diese Funktion ist nur im Web verfügbar.

Permission required: Contacts › Edit

Step by step

  1. Open Choir > Management > Contacts.
  2. Click the contact to open the detail view.
  3. Click Edit at the top right.
  4. Update fields and click Save.

What does not change

  • Existing documents keep the old address (legally required).
  • Audit log: every change stays logged, even if you revert values later.

Frequently asked questions

Do my changes flow into existing invoices?
No. Invoices and transactions that are already issued keep the address that was valid at the time of issuing (document snapshot). Only new invoices use the updated data.
Who sees the change?
Every update is logged in the security audit log with user ID, IP and timestamp. Other members with "contacts.view" rights see the updated data immediately.

Verwandte Funktionen

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