How to edit a client?

Adding and changing contact details in the clients database

Andrei avatar
Written by Andrei
Updated over a week ago


The information for every existing client can be at any point modified or added such as address, general information or contact details.
All these change possibilities are applicable to both clients and company.

1. Select the app Clients in Control Center

2. Look for the client you want to edit, click on the 3 vertical points and select Edit.

3. Complete the necessary information in the corresponding fields.

Ex. For the client Test, I want to add the phone number and the email. After completing all the sections, Save your changes.

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