To edit a client's name:
- Navigate to the Project Setup page
- In the Clients section, click the three dots next to the name you want to change > select Edit.
- 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.