Edit Client Page Contact Tab
You must have Editor or Owner permission or be a Subscription Administrator to save changes to a client. If you have questions about your assigned client permission, contact the client owner or your Subscription Administrator. To determine the Owner of the client, go to the Edit Client Page History Tab and look at the first entry in the log to see who added the client. See also, Permissions.
On the Contact tab, you can view and change the client’s contact and other information.
You can also change the client’s name.
- On the Edit Client page, click the Edit link next to client’s name.
- Make the necessary changes.
- Click Save.
Changes you make to the client’s name on this tab will override the corresponding field on the Assumptions dialog in Income Tax Planner.
Changing the Client’s Contact Information
- Click Edit next to the category of the information you want to change.
- Make the necessary changes and then click Save.
Changes you make to the following fields will override the corresponding fields on the Assumptions dialog in Income Tax Planner:
- Client Name
- Client Address
Sections
General
In the General section, you can edit the the following fields:
- Status - There are two options for this field: Active and Inactive. The status for newly added clients is Active by default. To deactivate a client, select Inactive. (Currently, this field is merely a flag that you can use for your own purposes; there is currently no operational difference between Active and Inactive clients.)
- Client ID - You can enter up to 50 characters (any combination of upper or lower case letters, numbers, and special characters). This field is optional.
- Office Location - This is an auto-complete field. Begin typing the location; if the location is currently assigned to another user, then it will appear in the auto-complete list. You can either select a location from the list or enter a new location. If your Subscription Administrator entered an Office Location in your user profile, then that office location becomes the default office location for all new clients you add.
- City
- State - This field has a drop-down list. To enter the user’s state, you must select it from the drop-down list.
- Zip Code