Editing Contacts and Maintaining Account Relationships

Use the contact editor to keep the person’s details and associated account accurate.

Make a correction

Open the contact from Clients > Contacts or the account's Contacts tab.
Choose Edit.
Update the name, email, phone, address, photo, or notes as needed.
Review Associated Account.
Choose Save Changes and inspect the updated profile.

When someone changes organizations

Changing the associated account affects the contact relationship. Before moving a contact who has case history or login access, review existing case links, invoices, and user access with an authorized administrator. Do not assume changing this field reassigns historical cases or updates every user-access relationship.

Avoid duplicates

Check name and email matches before creating another contact for the same person. If two records already exist, review their relationships before deleting either; do not assume deletion merges their histories.

Edit Client Contacts permission allows contact changes. Managing the person's login is a separate permission and workflow.