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2.3. Editing Client Details and Saving Changes

Edit AlgaPSA client information from the Details tab, update company fields inline, and save changes so account records stay current.

2.3. Editing Client Details and Saving Changes
Edit AlgaPSA client information from the Details tab, update company fields inline, and save changes so account records stay current.
2. ClientsUpdated: 5/22/2026

From the client's Details tab, you can click on various fields to edit them directly. Remember to click Save Changes at the bottom right after making modifications.