Edit a client
You can update an existing client's information without creating a new record.
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Go to Administration → Clients and find the client you want to edit. Use the search bar if you have many records.
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In the "Actions" column, click the pencil icon to edit the client's details (the eye icon only opens the profile in read-only mode).
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Update personal information, identification, address or custom fields and click "Save changes".
Check phone and email before saving to keep the client's contact details up to date.