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

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 plus newsletters status:

Make 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:

Tip: 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.

Note: to delete you need to fill in your password. After deleting the client information cannot be restored.