✏️ How to Edit a Client in DaaI Business Suite
Follow these steps to update any existing client details:
🔄 Step-by-Step Process:
Go to Billing → Client
From the client list, click on the client record you want to edit.
On the top-right corner, you’ll see a cyan “EDIT” button – click it.
The system will open the client profile in editable mode.
Make the necessary changes and save.
⚠️ Important Note: You will only see the “EDIT” button if your user role has edit permissions for client records.
🗑️ Deleting a Client
In Edit View, scroll to the bottom-right corner
Click the red “DELETE” button
Confirm the deletion when prompted
⚠️ Important:
You can delete a client only if no Projects are linked to it
If any Project is already created using the client, deletion is not allowed to maintain data integrity