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Edit a client

Use the General Info tab of a client record to change the client's details.

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Written by Niyaz

Use the General Info tab of a client record to change the client's details. The client record also has Setting Up Automation and Admin Panel User tabs. Those two tabs cover other tasks.

General Info tab of a client record with the Name in English, Company Name, VAT Number, Domain, Phone number and Email fields

Steps

  1. Open Clients from the navigation menu.

  2. In the client list, select the link in the row of the client you want to edit.

  3. On the client record, select the General Info tab.

  4. Change the values you need to update in the Name in English, Company Name, VAT Number, Domain, Phone number and Email fields. None of these fields is marked as required.

  5. Select Save. Save is unavailable until you change a field value. After you change a field value, Save becomes available.

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