How do I edit a client's name?

Kevin Fitzpatrick

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To edit a client's name:

  1. Navigate to the Project Setup page
  2. In the Clients section, click the three dots next to the name you want to change > select Edit.
  3. After making changes to the client's name, click the "Save" link to close the pop-up, and "Save" your overall changes at the bottom before leaving the Setup page.

 

You can also edit a client's email address, phone number or alert settings from this screen.

If you are replacing the client with a completely new contact, rather than editing the information, you'll want to "remove" the current client and add the new contact fresh.

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