Editing a Client

You can update a client's profile, add or remove contacts, reassign team members, and manage tags at any time. Changes save instantly and apply everywhere. Proposals, documents, billing, and the vault.

Open a client for editing

  1. Go to Clients from the main sidebar.

  2. Find the client (use search or filters if the list is long).

  3. Click the three-dot menu on the right side of the row.

  4. Select Edit. The form opens with the client's current details pre-filled.

Details tab

For individuals: full name, client ID, email, phone, company / job title, mailing address, industry, notes.

For companies: company name, primary contact name, client ID, email, phone, website, industry, mailing address, notes.

State and country use dropdowns to keep data consistent. Entering a ZIP code may auto-fill the city and state.

Contacts tab

Add secondary contacts (spouse, billing contact, facilities manager, etc.) with their own names, emails, phones, and preferred contact methods. You can also edit or remove existing contacts here.

Team tab

Assign or remove team members who should have access to this client. This controls who sees the client in their filtered views and who receives related notifications.

Tags tab

Add or remove tags to categorize the client (e.g. "Commercial", "Residential", "High Priority", "Net-30"). Tags help you filter and report quickly.

Save your changes

Click Save. Changes apply immediately. There's no separate publish step.

Note: Sales users can edit clients assigned to them. Admins can edit any client in the organization.