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Open the client's folder, choose Correct their details, change the name, email or phone, and choose Save the correction.

Only a team member whose role includes Correct a person’s details can do this. For everyone else the row in the folder reads Not in your role.

  1. 1 Open Clients and choose the client. This opens the client's folder.
  2. 2 Among the actions on the folder page, choose Correct their details.
  3. 3 Change the Full name, Email or Phone. For each change, the window shows the old value and the new one.
  4. 4 Choose Save the correction. The button is greyed out until something has changed.

The name needs 2 to 120 characters. A client must keep at least one of email and phone. A phone number or email that is already on another client's record is refused. A client who has been erased cannot be corrected.

The documents already on file are not touched. The trail records the old and new values only as fingerprints, never as the values themselves.

You can also correct a client's details while you add them to a request. When the client has asked you for the correction, answer their request as well.