Update a client

Edit client records and update client details from the Info Sheet, Client Settings, and inline controls on the Clients list. In AgencyTitan, Client Profile means the template that defines fields and layout, not the client’s display name or logo.

Who this is for

Agency team members who maintain existing client records. Requires the Edit Clients permission. Without it, edit controls and Client Settings are not available.

Before you begin

• The client record already exists. See Create a client if you need to add one.
• You are signed in to the correct agency workspace.
• You can open the client from Clients ( /clients (opens in new tab) ). See Find and organize clients for search and filters.

New to client vocabulary? See Clients overview.

Update Info Sheet fields

Day-to-day client data lives on the Info Sheet for each client record.

1. Open Clients and select a client name to open its record.

2. Confirm Info Sheet is selected under CLIENT DETAILS.

3. Hover a field value to reveal inline actions:

   • Edit value
   • Copy value
   • View field history

4. Select Edit value to change the field, then save your edit.

   

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Use Copy value when you need the field text elsewhere. Use View field history to see prior values for that field.

Update core client settings

Core account fields (name, status, priority, timezone, tags, and team assignment) live on Client Settings.

1. From the client record, select Settings in the client navigation.
2. Review Client Settings. The page copy says Changes save automatically; an Auto-saves label appears on the page.
3. Update fields in Basic Information as needed:
   • Client Name
   • Client ID (read-only; use Copy Client ID when you need it)
   • Status
   • Priority
   • Timezone
   • Tags (type in the field and select Add)
   • Assigned Team Members

Changes save automatically as you edit. No separate Save button is required.

Update client branding

On Client Settings, scroll to Client Branding:

• Client Icon: square format, used in lists and pickers
• Client Logo: landscape format, used on detail pages

For either image, Click to upload image, paste, or drag and drop. Accepted formats: PNG, JPG, GIF, WEBP up to 25 MB.

Update URL slug and pinning

Still on Client Settings:

1. Under URL Slug, edit Pretty URL Slug (shown with the /clients/ prefix). Helper text: Used for friendly URLs. Auto-generated from client name if left empty.

2. Under Pinning, choose:

   • Pin for Me: Only visible to you
   • Pin for Everyone: Visible to all team members

   

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For list-level pinning, see Find and organize clients.

Change status, priority, tags, and profile from the list

On the Clients list, several columns support inline updates without opening the full record:

• Status: change status

• Priority: change priority

• Profile: change profile (reassign the Client Profile template)

• Tags: edit tags

• Assigned: edit assignment

  

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Select the value in the column you want to change and pick a new option from the control that opens.

Change Client Profile (reassign template)

Client Profile means template

Client Profile is the template that defines which fields, sections, and status options apply to a client record. Changing a client’s profile reassigns that template; it does not edit the template definition itself.

Reassign profile from the Clients list

1. Open Clients ( /clients (opens in new tab) ).

2. In the Profile column for the client, open the profile control (Change profile).

3. Search or scroll the list and select the target profile.

   

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The change applies immediately; there is no confirmation step. The Profile column updates to the profile you selected.

Requirements and consequences:

• Requires Edit Clients
• The target Client Profile must be active and available in your agency workspace
• Stored field values on the client record remain
• Info Sheet layout and available Status options come from the new template
• The client’s current Status is not automatically reset; review Status after changing profile

Edit Profile opens the template builder

Edit Profile in the client header More actions menu (⋯) opens the Client Profile template builder for the profile assigned to this client. It does not reassign the client to a different profile.

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To change client profile (reassign template), use Change profile on the Clients list as described above, not Edit Profile.

Expected result

• Info Sheet field edits stay on the client record.
• Client Settings changes save automatically (Auto-saves).
• Client Icon, Client Logo, Pretty URL Slug, and pin choices update as configured.
• Inline list changes update Status, Priority, Profile, Tags, or assignment display immediately.
• After a profile reassignment, the client uses the new template’s layout and status options; field values are retained.

Troubleshooting

Symptom	Likely cause	What to do
Edit value or Client Settings is missing	You lack Edit Clients	Ask a workspace owner to grant Edit Clients
Change profile is unavailable	Missing Edit Clients or the profile column is hidden	Confirm permissions; open Columns on the list and show Profile
Target profile is not listed	Profile is inactive or not available in your agency	Choose an active profile in your agency workspace
Layout looks wrong after profile change	Expected: the new Client Profile template controls sections and fields	Review Info Sheet and Status after reassignment
Edit Profile did not reassign the client	Edit Profile opens the template builder, not reassignment	Use Change profile on the Clients list instead
Branding upload fails	File type or size outside limits	Use PNG, JPG, GIF, or WEBP at 25 MB or less
Pin for Everyone is missing	Your role may not include team-wide pin controls	Use Pin for Me, or ask a workspace owner to pin for the team