When Re-Leased is synced with Xero, Contacts can be edited in either Xero or Re-Leased and the changes will be synced between the two systems.
Editing a Contact in Re-Leased
To edit the details of a Contact in Re-Leased:
1. Click on the Contacts menu and click on the contact name you need to edit
2. Make the changes and then click Save. Clicking Save will force Re-Leased to automatically sync the changes into Xero.
Editing a Contact in Xero
To edit the details of a Contact in Xero:
1. Click on the Contacts menu and on the 3 dots menu click on Edit
2. Make the changes and then click Save. The changes will be applied during the next sync between Re-Leased and Xero or alternatively you can trigger a manual sync.
Making changes in both systems at the same time
If a Contact is updated in both Re-Leased and Xero at the same time, then the changes in Re-Leased will take precedence as the 'Save' button in Re-Leased will trigger a sync from Re-Leased to Xero. The changes made in Xero will have to wait for the next automatic sync or manual sync.