Modification

To modify the data of the previously added clients simply double-click on the row you want to modify or right-click on the name of the client and in the drop-down menu and select Modify.

Or select it by ticking the box before the name and select Modify from the menu at the top.

In the next window, make the changes you want! The name, category, and the purpose of the trip can be changed.

If you want to move the point to a new address, you will need to delete the current client/location, and then add it again with the updated address.

After making the necessary changes, click the Modify button!
(By clicking the Modify and new button, you can add a new client while saving your changes.)

You can change the trip purposes of the selected clients by clicking “Mass modification of trip purposes”. If needed, select or click the + button to create your new trip purpose and click the Modify button.

Click “Mass client category modification” to change the category of your selected clients.

Select the category you want and click the Move button.

Check our tutorial video on the Basic Data menu: