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Modify a client number
Modify a client number

How do I change a client number?

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over 2 years ago

When creating a client or if the client does not have an associated matter, you can change his number from his client record.


Step 1: Go to the main tab "Person".

Step 2: Select the "Client" view and select your client.

Step 3: Change its client number.

Step 4: Save with the green check mark.

Résultat :

  • The client number is changed

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