2.3. Editing Client Details and Saving Changes

From the client's page, click Edit in the Client record card. The client record opens in a drawer on the Details tab, where you can update fields directly. Remember to click Save Changes after making modifications.

Figure 1: The client record drawer. The Details tab edits the profile — name, account manager, default contact, inbound email domains, SLA policy, website, industry — while the sidebar jumps to the client's tickets, billing, assets, documents, and notes, and Manage Locations handles addresses.

Keeping client information current protects every downstream workflow in an MSP: ticket routing, billing, tax handling, contact handoffs, and account management all depend on the client record being accurate. Use this task when a client changes their name, primary contact information, website, account manager, or other profile details.

Before you edit a record, make sure you are updating the correct client. If the client was just created, you can open it from the "Client Created" dialog. Later, navigate to Clients from the sidebar, click the client's name, or use the three dots menu and select Edit to open the full record. You can also use Quick View when you only need to confirm basic details before making a change.

1. Open the client record you want to update, such as GreenLeaf Dental Group or Cascade Manufacturing.
2. Click Edit in the Client record card to open the client drawer on the Details tab.
3. Update the fields that need to change — client name, account manager, default contact, inbound email domains, SLA policy, website URL, or industry. Use Manage Locations for address and phone changes.
4. Review related information before saving. The drawer's sidebar sections — Tickets, Interactions, Billing, Contacts, Documents, Notes — show what else is tied to the account. For example, if the client changed billing contacts or office details, also check the contact and location information.
5. Click Save Changes (or close the drawer to discard edits).
6. Reopen or refresh the client record if you want to confirm the saved value appears in the client profile.

After saving, the updated client information should appear on the client's detail page and be available to the rest of the team when they work tickets, review the account, or prepare billing.

Operational tip: for changes that affect billing or service delivery, add a short internal note explaining what changed and when. See Adding Notes and Interactions for a Client for the note workflow.