Adding more details or updating your customer's profile has never been this easy. Ignition allows you to make changes to your client whether it's for a single entry or in bulk!
How do I do this?
To edit a client's details, go to Clients on the left panel. Search for the client you wish to edit in the Search bar, then click on the client's name to open the record.
Note: You can can also update your client's payment details on the Billing Schedule tab if you are using Ignition Payments. Learn more here!
Once you are in the client record, you can click the Edit Client button which will open a slider on the right hand side.
From here you can edit the client's details. To see the client's salutation, addressee, mobile, and phone number, click the Show Additional Fields link.
To edit the Business Company number, TFN, website and address details, go to the Company tab within the client.
To see the system details for the client or to change who they are mapped to in Xero, go to the System tab, then click Click to Load Contacts, then choose who you want to link to from the drop down menu.
For Xero Users, you will see this screen:
For QBO Users, you will see this screen:
When you have finished editing, remember to click Save Client at the top.
Editing Clients in Bulk
You can make changes to your clients in bulk via CSV file.