Editing Clients
Update client records when contact details change or spelling needs correction.
When to use this page
Keep client email, phone, and address accurate for reports, notifications, and day-of communication.
Who can do this
Owners, admins, and members can edit clients.
How to edit a client
- Go to Clients.
- Open the client.
- Select Edit or edit fields inline where supported.
- Update name, email, phone, or address.
- Save changes.
Clearing optional fields removes stored values for that field.
Impact on projects
Projects store a client name link. Updating the client record helps future projects and reports; existing project titles may still show previous spelling until edited on the project.
Delete a client
Deletion is available when your role allows it and the client is no longer needed. Confirm no critical projects depend on the record before deleting.
Next steps
- Use updated contacts when emailing reports to clients.
- Align project client fields during project edits.