Edit a client's details Last updated: Aug 16, 2026

Update the contact information stored for a client.

1. Open Clients and click the client.
2. On the Details tab, edit the First Name and Last Name (required), Username, and Email (required).
3. Update the Address, City / State / Zip / Country, and the Office and Mobile phone numbers.

A client's details carry through to their tickets and their self-service portal access.