How can I edit client account details?

Overview

Editing client account details allows you to keep your client information accurate and up to date. You can modify details such as name, contact information, company details, and address at any time. Any changes made will be reflected across all associated proposals and documents.

• From the XTEN-AV dashboard, click on the Account option.

• Locate the account you want to edit from the list. Click on the  Gear or Actions menu next to the account, then select the Edit option.

• Update the required information, such as: Name, Email address, Phone number, Company details, Address. Click on Save to apply the updates.

Updated on: 03/23/2026