To edit or add information into an existing custom field on a client's profile follow these steps!
On a Client's Profile
Navigate to the client profile that you want to edit.
Scroll down to the custom fields section of the profile and click the edit button.
Once in the edit screen, you can click on a specific field to either change the text value or the dropdown value. After you've made your updates, click save!
Directly on the Clients Table
The clients table features inline editing in multiple of the column categories so you can edit information directly on the clients table instead of clicking into a profile to edit. These editable columns include:
client name
client assignee
priority
status
any custom field