{"id":17685,"date":"2020-07-10T14:06:42","date_gmt":"2020-07-10T13:06:42","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=17685"},"modified":"2024-04-26T15:58:04","modified_gmt":"2024-04-26T14:58:04","slug":"edit-an-existing-client","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/edit-an-existing-client\/","title":{"rendered":"Editing an Existing Client"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Any Users<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will show you how to edit the details and contact information of an existing client in Osprey<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Once a client has been added, you can edit any of the details held other than client and matter numbers. <\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">Please note that if you use alphanumeric client numbers, changing the surname which the number is based upon will NOT change the client number. For example, if your client&#8217;s name is Jones, number JON001 and they have changed their surname, the client number will remain the same.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Edit name and address details<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Navigate to Clients &amp; Matters &gt; Clients, and search for the client you want to edit.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click the Edit button, make the required changes to the client&#8217;s details, and click Save. <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"844\" height=\"469\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-282.png\" alt=\"\" class=\"wp-image-64622\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-282.png 844w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-282-300x167.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-282-768x427.png 768w\" sizes=\"auto, (max-width: 844px) 100vw, 844px\" \/><\/figure>\n<\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"843\" height=\"469\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-283.png\" alt=\"\" class=\"wp-image-64623\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-283.png 843w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-283-300x167.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-283-768x427.png 768w\" sizes=\"auto, (max-width: 843px) 100vw, 843px\" \/><\/figure>\n<\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"843\" height=\"466\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-284.png\" alt=\"\" class=\"wp-image-64624\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-284.png 843w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-284-300x166.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-284-768x425.png 768w\" sizes=\"auto, (max-width: 843px) 100vw, 843px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Editing phone numbers<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To edit the client&#8217;s phone number details or add a new phone number, navigate to Clients &amp; Matters &gt; Clients and scroll down to the bottom of the page. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click the Add button. All phone numbers are displayed here. You can either select and add a new phone number, or right click an existing one and select Edit.  <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"843\" height=\"464\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-285.png\" alt=\"\" class=\"wp-image-64625\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-285.png 843w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-285-300x165.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-285-768x423.png 768w\" sizes=\"auto, (max-width: 843px) 100vw, 843px\" \/><\/figure>\n<\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"843\" height=\"472\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-286.png\" alt=\"\" class=\"wp-image-64626\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-286.png 843w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-286-300x168.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-286-768x430.png 768w\" sizes=\"auto, (max-width: 843px) 100vw, 843px\" \/><\/figure>\n<\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"844\" height=\"461\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-287.png\" alt=\"\" class=\"wp-image-64627\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-287.png 844w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-287-300x164.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/image-287-768x419.png 768w\" sizes=\"auto, (max-width: 844px) 100vw, 844px\" \/><\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>This guide will show you how to edit the details and contact information of an existing client in Osprey Once a client has been added, you can edit any of the details held other than client and matter numbers. Please note that if you use alphanumeric client numbers, changing the surname which the number is [&hellip;]<\/p>\n","protected":false},"author":5696,"featured_media":0,"template":"","categories":[197],"tags":[],"class_list":["post-17685","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-client-matters-browser"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Edit the Details of an Existing Client | Osprey Academy \u2013 Customer support and training centre<\/title>\n<meta name=\"description\" content=\"How to edit the details and contact information of an existing client\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/edit-an-existing-client\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Edit the Details of an Existing Client | Osprey Academy \u2013 Customer support and training centre\" \/>\n<meta property=\"og:description\" content=\"How to edit the details and contact information of an existing client\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/edit-an-existing-client\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support &amp; 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