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Setup

Edit a client

Before you start

Make sure you're assigned to a permission group that has Clients enabled.

Edit and update 1 client

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

Edit and update multiple clients

  1. Go to
    Setup
    , then
    Clients
    .
  2. Mark the checkboxes to select multiple clients to edit.
  3. 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.
  4. Make changes and select if you need to undo any changes. Select
    Next
     to review them.
  5. Select
    Show Details
     to see more information or to remove an item from the list of items you're editing.
  6. Select
    Done
     to save your changes, or select
    Previous
     to go to back to the last step.
  7. Select
    Cancel
     to undo all changes and go back to the contact setup page.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Setup
  • Audiences: Staff