You can edit Client information at any time in Sion.
First, click Clients in the top menu or use the global search feature.
Locate the Client you want to edit and click the Name.
The contact profile will open to the right. Click the Edit Details button.
This will open the Edit Client window, where you can update or add any information in one place.
Note: You can also view this information and make edits on the Client Profile page where there are reports and statistics available as well. For more information about the Client Profile page and how to access it, see the article here.
You can see an overview of the different Client tabs in the article Add a Client. For more details about the options, see the articles below:
Click Save Client in the bottom right when you’re done to keep the changes.