Managing and Editing Client Profiles
Keep your client database accurate by updating contact personnel, modifying rate agreements, or archiving inactive accounts.
Editing an Existing Client
When a client changes billing terms or contacts, update their profile directly from the directory:
Active vs. Inactive Client Status
Each client profile features an active toggle switch. Deactivating a client prevents them from appearing in new project creation selectors while safely preserving all historical project deliverables and past invoices.
The Client Geography card at the top of My Clients automatically calculates the proportion of clients per country.
Related Guides
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