Edit any client detail directly from their record — name, contact information, addresses, custom fields, or business details.

  1. Click Clients in the sidebar.
  2. Click the client's name to open their Information tab.
  3. Click Edit (top right of the section you want to change).
  4. Update the fields.
  5. Click Save.

Changes are saved against the client immediately. The client's name change propagates to all linked workflows, invoices, and tasks so reports remain consistent.

Tip: Sections (Identity, Addresses, Business details, Custom fields) edit independently — there is no need to scroll the full form when you only want to change one piece of information.

Note: Email addresses and phone numbers are managed as separate records — use the dedicated action on each row to add a new one, mark it primary, or remove it. Email/phone changes do not require editing the client as a whole.