Agency Handy

Quickly update client details to keep your records accurate and personalized.

Go to Clients: Select the client from the list.

Click Edit: Use the top-right button to open the form.

Update &amp; Save: Modify the details and click "Update."

- Go to Clients: Select the client from the list.
- Click Edit: Use the top-right button to open the form.
- Update &amp; Save: Modify the details and click "Update."

<a href="https://docs.agencyhandy.com/en-us/agencyhandy-user-guide-for-agency/crm/clients/edit-a-client-profile" rel="nofollow noopener noreferrer" target="_blank">Learn More →</a>

Edit Client Profiles in Agency Handy

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Edit Client Profiles in Agency Handy

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