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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 a month 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 'People'

  2. Click on the icons on the right side of the stakeholder details you wish to edit/delete

Edit

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

Delete

  • To delete, click 'More' and select the bin icon.

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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