Edit or delete a client

Why use it

Clients move house, change email, and pick up new phone numbers. Updating the record once keeps every project, invoice and portal invite pointed at the right person.

When to use it

• New contact details. An updated email before you send an invoice or a portal invite.
• Add an address. Fill in the client's address for your records.
• Clean up. Delete a client added by mistake, or a duplicate with no projects.

Before you start

• Only the owner and admins can edit clients.
• Deleting a client needs the Delete clients permission. The owner always has it.
• Open Directory > Clients and choose the client.

Steps

1. 1

Try it: guided demo

1. On the client's page, choose Edit client, the pencil in the Contact panel.
2. Update the First name, Last name, Email or Phone, for example (415) 555-0199.
3. Add or correct the Address, for example 1180 Lombard Street, Unit 8, with city, state and zip below it.
4. Keep anything your team should know in Notes, such as how the client likes to be reached.
5. Choose Save changes. The client's page and every linked project show the new details.

Change the client's photo

Choose the photo at the top of the Contact panel to upload or remove one. If your client sets their own photo in the client portal, theirs replaces it.

Delete a client

In Edit client, choose Delete client, then Delete to confirm. You return to the client list. If the client still has projects, the dialog says how many to remove or reassign first, and Delete client is not shown.

What happens next

• After saving, the client page shows the new details straight away.
• A deleted client no longer appears in the Directory.

Limits