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How to View and Update Contact Information

To view a contact’s information:

Open Contacts using the tab at the top of the page.
Find the contact in the Contacts list. You can browse All, Companies, or Individuals, or use the search and filter options.
Select the contact to open the Contact Details page.
Open the relevant section to view the contact’s information, bank accounts, or transactions.

The Contact Details page includes three main sections:

Contact Information: Displays the contact’s information. The sections and information shown depend on the selected contact type and subtype.
Bank Accounts: Displays all bank accounts linked to the contact, including their statuses and available actions.
Transactions: Displays the contact’s incoming and outgoing transactions, with a summary of Pay In and Pay Out activity.

To update a contact’s information:

Open the contact’s Contact Details page.
Go to Contact Information.
Select the available editing option.
Update the required information and save your changes.

Your ability to edit a contact depends on your account permissions. Always review the contact’s information before making a transfer, especially the contact name and selected bank account.

Updated on: 14/09/2026

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