Keeping Client Records Accurate and Up-to-Date
Editing a client profile allows you to update and maintain accurate information for seamless operations. This feature ensures that your records are always up-to-date and aligned with your current needs.
Steps to Edit a Client Profile
Step 1: Navigate to Clients module from the left panel to view your client list.
Step 2: Locate and select the client you want to update.
Step 3: Click Edit beside the client’s name to open their profile.
Step 4: Edit General Information
On the General Info tab, update details such as
First Name and Last Name
Email Address
Phone Number
Company Name
Address Details (billing and shipping)
If the shipping address differs from the billing address, update both accordingly.
Step 5: After making all updates, click Save to confirm and apply changes.
✅ Success! Your updates will now reflect across all relevant modules and transactions.
Important Notes
Updates to client profiles are reflected across all associated modules and transactions.
Changes to financial accounts may affect accounting reports, so review before saving.
Some fields may not be editable if the client is linked to active transactions.
Need Help?
If you encounter any issues or have questions about editing client profiles, feel free to contact our support team at support@fynloapps.com
By keeping your client profiles accurate and up-to-date, you can manage relationships efficiently and ensure seamless transaction workflows! 🚀