Edit clients¶

You can change most client details right in the Clients table, without opening the client. To change many clients to the same value at once, use Bulk actions.

Change a value in the table¶

1. Click the cell you want to change.
2. Type the new value, or pick it from the list.
3. Press Enter or click away to save. Press Esc to cancel.

Press Tab to save and move to the next cell. In a multi-line field, Enter starts a new line — click away to save. Checkboxes change as soon as you click them.

You can change:

• Client/Company Name
• Status and Responsible Manager
• custom fields — text, numbers, amounts, dates, dropdowns, users, clients and locations

Client ID, Date Registered, Origin and the contact columns can't be changed here. To change a contact, use the Contacts tab.

Change a client's status¶

Besides the table, you can change a status:

• in the client panel, by clicking the status under the client's name
• on the Kanban board, by dragging the card to another column

Give a client to someone else¶

Change the Responsible Manager in the table or in the client panel's Details tab. You need the Reassign Clients right — without it, the change shows Failed to update and the old manager stays.