Who is this guide for?
Once a client has been added, you can edit any of the details held other than the client and matter numbers.
Please note that if you are using alphanumeric client numbers, changing the client’s surname which the number is based upon will NOT change the client number. e.g. if your client’s name is Jones, number JON001 and they have changed their surname, the client number will remain the same.
Edit name and address details
Navigate to Clients & Matters and search for the client you wish to edit.
Click the Client Details button and then Edit Client button, make the required changes to the client’s details, and click Save.
Edit phone numbers
To edit the client’s phone number details or add a new phone number, navigate to Clients & Matters and select Client Contact Details
All phone numbers are displayed here, so you can either add a new phone number, edit or delete.