Changing a sponsor's contact person

In 4planning you can easily change a sponsor's contact person. This is useful when someone new takes over or when details change.

Step 1: Go to the sponsor overview

1. Go to Sponsors in the left-hand menu.

Step 2: Open the sponsor

1. Click or tap the sponsor whose contact person you want to change.

Step 3: Edit

1. Click or tap Edit in the top right.

Step 4: Change the contact person

In the Contact person section you can change the details:

• Name
• Email address
• Phone number
• Address

Update them to the right contact person.

Step 5: Save

Save your changes. The new contact person appears immediately.

Tips for effective use

• Check regularly whether the contact details are still current.
• Update changes straight away.
• Use the notes field for additional agreements.

Good to know

• You can change the contact person at any time.
• Changes take effect immediately.
• This helps with good relationship management.