Edit a client

Before you start

Edit and update one client

Go to Setup, then Clients.
Select Edit next to a client in the list.
Use the tabs to see and change client information.
Select Save when you're finished.

Edit and update multiple clients

Go to Setup, then Clients.
Tick the checkboxes to select multiple clients to edit.
Choose how you would like to edit the clients and select Next.
Add Services
Add Folders
Add Projects
Change Billing Information
Change General information.
Note:
To change the display name format (under General Information), you must have selected only clients of the Individual entity type.
Make changes and select if you need to undo any changes. Select Next to review them.
Select
Show Details
to see more information or to remove an item from the list of items you're editing.
Select Done to save your changes, or select Previous to go to back to the last step. Select Cancel to undo all changes and go back to the contact setup page.