Managing Client Profiles

Step 1: Navigate to Contacts

From your Abacor dashboard, go to Contacts.

Step 2: Select a Client Profile

Click on the client profile you want to manage.

Step 3: Open the Details Tab

Inside the profile, go to the Details tab.

Step 4: Edit Profile Information

Click the Edit button to update client details.

• For contacts created in Abacor, you can edit fields like name, email, organization, or contact type.

• For contacts imported from Karbon, core details (such as name and email) must be edited in Karbon. Once updated, the changes will sync into Abacor automatically.

Step 5: Save Changes

After editing, click Save to apply your updates to the client profile.

FAQ

Why can’t I edit client details imported from Karbon?

Client details such as name, email, and organization that were imported from Karbon are managed directly in Karbon to keep both systems consistent.

If you need to update this information, make the changes in Karbon. Once updated, the changes will automatically be reflected in Abacor after the next sync.

Troubleshooting

• Edit Button Not Visible
  Make sure you are in the Details tab of the contact profile. The Edit option only appears there.

• Changes Not Saving
  Confirm that all required fields (e.g., name, email) are filled in before clicking Save. If the issue persists, try refreshing your page and re-editing the profile.

• Unable to Edit Imported Karbon Contacts
  Core details such as name and email must be updated directly in Karbon. Once changed there, the updates will automatically sync to Abacor.

• Updates from Karbon Not Appearing
  If you’ve updated information in Karbon and it hasn’t shown up in Abacor yet, allow time for the next sync cycle. Refresh the Contacts page to check again.

Still having trouble?
Email us at [email protected] with the meeting date and title so we can help.