Editing a client

Edit client details, addresses, and contact persons when allowed.

Editing a client

Use the edit screen to update client details in the field.

The app separates client creation from client editing.

What you can edit

• company and contact details
• address information
• linked address and contact-person selections

1

Open the client

Open the client record and tap Edit when the button is available.

2

Update the fields

Change the client details you need.

Open the address or contact-person picker when needed.

3

Save the record

Save the client to return to the updated detail screen.

Keep in mind

Client editing can be blocked by context or company settings.