🧭 Step-by-Step Guide
1. Locate the job
Find the job you’d like to update using the job board or search bar, and click to preview the job.
2. Open the Actions Menu
In the top-right corner of the job screen, click on Actions.
Select Swap Contact from the dropdown menu.
3. Update Contact Details
A panel will appear on the right-hand side.
You’ll see the current Company and Contact. Use the dropdowns to update them.
Enter or update the Contact Email and add a Contact Number if available.
4. Resend latest notification email
If a notification email has already been sent to the original contact, you’ll see a prompt asking:
“Do you want to resend the latest notification email to this new email address?”
This toggle is on by default, so the new contact will receive the latest proof or artwork update automatically.
You can disable it if you’d prefer to send them a manual message instead.
5. Save the Changes
Once you're happy with the new contact details, click Save Details.
The job will now reflect the new customer contact.
✅ Things to Remember
Changing the contact does not affect existing job information, artwork or activity history.
If you need to switch both the company and the contact, ensure the new contact exists under the correct company.
You can resend emails only when a previous one has already been triggered on that job.