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Edit stakeholder details or delete entirely
Edit stakeholder details or delete entirely

How can I edit the contact details of my stakeholders?

Shannon Griffin avatar
Written by Shannon Griffin
Updated over 4 months ago

You can easily edit the contact details of your stakeholders in Cake at any time! πŸ˜ƒ Simply follow the steps below -

  1. From the main menu, go to Company then Stakeholders

  2. Click on the name of the stakeholder you wish to edit/delete

Edit

  • To edit, click the edit button in the top right corner. This will open all the fields for editing. Click Save once complete

Delete

  • To delete, click the bin icon in the top right hand corner.

If there are transactions (issuances, transfers, splits) associated with the shareholder you are trying to delete then you have to delete those transactions first. You can see how to edit or delete a transaction here.

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