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Clients

Edit or delete a client

Client changes apply to future use. Existing quotes keep the client data saved with that quote.

1

Select the client

Open “Clients” and choose the record you want to update.

2

Edit or delete

Choose the relevant action. EZINDRA asks for confirmation before permanently deleting the client.

Related articles

Add a client

Save client details for use in future quotes.

Create a new quote

Select a client, add items and generate a finished PDF document.

Still need help?

Describe the issue in the contact form. We usually respond within 2 business days.

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EZINDRA

EZINDRA helps service businesses create quotes, manage clients and streamline day-to-day business operations.

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