Edit a client

Before you start

Edit and update 1 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
.
Mark the checkboxes to select multiple clients to edit.
Select 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'll need to select clients of the Individual entity type only.
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.