Articles on: Clients

Editing Client Information

You can edit and update client's name, type, address and contact information at any point of working with them.

To edit, open the client's profile - live search may come in handy. Click on the "pencil" icon here if you want to change the name or type of the client, tax or newsletter status:

After making the necessary changes in the pop-up window, click Save Changes:

To edit client's address, click on the links here and enter the new one:

To make the changes to the contact information, click on the link here:

You can add multiple contact details for a client. For that, click on the green "plus" icon and fill in the relevant fields. Mark the primary contact with the blue button.

To delete the client, click on the "Bin" icon. To delete, you need to fill in your password.

After deleting, the client information cannot be restored.

Updated on: 23/12/2022