Edit a client record

You can edit client, prospect, or non-client records, to change address. This is useful if their name changes through marriage or they move house. 

1. On the menu bar, select Clients.
2. Select the client you want to edit.
3. On the Information tab, make your changes. (You can't change any fields that are greyed out.)
4. To update or set labels for contact details and addresses, select the more options icon and then select Edit.

5. Select Save. Any changes are synced to IRIS Accountancy Suite. If applicable, an update is sent to Companies House.