Edit and update client's name, type, address and contact information at any point of working with them.

Open the client's profile - live search may come in handy. Click on the "pencil" icon here if you want to change the name or type of the client plus newsletters status:



Make the necessary changes in the pop-up window, click Save Changes:



To edit client's address, click on the links here and enter the new one:



To make the changes to the contact information, click on the link here:



Tip: you can add multiple contact details for a client. For that, click on the green "plus" icon and fill in the relevant fields. Mark the primary contact with the blue button:

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