Edit Client Profile
This screen allows you to edit the details of an existing client in the system, including contact and address information, account and billing details, and custom fields.
Before You Start
- Make sure the Clients application is enabled through Apps Manager by going to Settings from the main menu.
Steps
- From the main menu, click Clients.
- Select Manage Clients.
- Open the client profile you want to edit, then click Edit to modify the required fields in the following sections:
Client Details:
- Client Type: Individual or Business (default: Individual).
- If you select Individual, the Full Name field (required), Gender, and Date of Birth fields are displayed.
- If you select Business, the Business Name field (required) is displayed, along with the First Name and Last Name fields for the company’s primary contact person.
- Telephone and Mobile.
- Address Information: Building No., Street Name, Secondary No., District, City, Postal Code, and Short Address.
- Country: The Time Zone field is displayed only if the selected country differs from the default country of your account.
- Business Number and Tax Number / C.R / Unified Number: The field label and validation rules vary depending on the selected country.
- Unified Tax Number: Displayed only for Individual clients in Saudi Arabia.
- Credit Limit and Credit Period Limit in days.
- National ID.
- Website.
- You can display a map to specify the client’s location, search for a location, or use your current location.
- You can add a secondary address by enabling Add Secondary Address.
- You can add multiple contacts from the Contacts List section by clicking Add. Each contact can include a first name, last name, email address, telephone number, and mobile number.
- You can add multiple addresses from the Addresses List section by clicking Add.
Account Details:
- Code Number (required).
- Billing Method: Send by Email or Print.
- Currency.
- Email: Required if the billing method is Send by Email.
- Category.
- Notes.
- Attachments: You can upload multiple files in the following formats: pdf, doc, docx, xls, xlsx, csv, jpg, png, gif, zip, jpeg.
- Display Language: Arabic or English.
- Price Groups.
- Insurance Company, Insurance Class, and Insurance Number, if applicable.
- Client Tags: A searchable tag field that allows you to add tags.
Client More Information (custom fields, if available).
- Click Save to confirm the changes.
How the System Works
- The Name field label (Full/Business), the First Name and Last Name fields, and the Gender and Date of Birth fields are automatically displayed or updated based on the selected client type (Individual/Business).
- The label and validation rules for the Business Number and C.R / Unified Number fields are determined dynamically based on the selected country.
- The Time Zone field is displayed only if the selected country differs from the account’s default country.
- The Unified Tax Number field is displayed only for an Individual client in Saudi Arabia.
- When you click Save, the data is submitted to the system, and the user is redirected after the changes are successfully saved.
- If validation errors occur in fields such as the tax number or C.R / Unified Number, the screen is displayed again with the relevant field highlighted with a red border and the error message displayed directly below it.
Notes
- The VAT Number (for Saudi Arabia) must contain 15 digits, beginning and ending with the number 3.
- The C.R / Unified Number (for Saudi Arabia) must contain 10 digits.