Skip to main content
All CollectionsClients Clients Common Questions
🚀 Can I edit a client's or a contact's information?
🚀 Can I edit a client's or a contact's information?
Vandini Nirwan avatar
Written by Vandini Nirwan
Updated over a week ago

Yes, you can edit your client information and modify your contact information within your Onetrace account. You have the ability to modify the details you have recorded for your respective clients and contacts to keep your records current and accurate.

  1. Clients: You can edit the name of your client anytime by using your Client's tab.

  2. Contacts: You can edit the name of the contact anytime using the Client's tab. You have the option of updating your contact's name, phone number and email address.


Need more help?

Feel free to message us via live chat; we will be happy to help! 😁


Did this answer your question?