Editing client details
Update a client's name, entity type, status, address, and other profile details at any time from the Clients page or from within the client profile.
Steps
From the Clients page:
- Find the client in the list
- Click the Edit (pencil) icon on their row
- Make your changes in the form that opens
- Click Update Client
From the client profile:
- Open the client profile by clicking View Client
- Click the Edit button in the profile header
- Make your changes
- Click Update Client
Editable fields
FieldNotes
Client name
Required
Entity type
Required
Client status
Lead, Prospect, Onboarding, Active, Passive, Inactive, Deceased
Reference date
Used to auto-calculate Agreement Signed and FDS Deadline dates
Address
Line 1, Line 2, City, State, Postcode, Country
Primary industry
Company clients only
Company size
Company clients only
Click Show Additional Details in the edit form to reveal the address, status, and other profile fields.
Editing contacts
Contacts linked to a client are managed separately from the client's own details. To add, edit, or unlink contacts, open the client profile and use the Linked Contacts panel on the right side. See Managing contacts for full details.