Client information changes over time — new email addresses, moved to a different city, or updated billing details. FieldCamp makes it easy to keep your client records current.
Editing a Client From Their Detail Page
Click Clients in the left sidebar
Search for or find the client in the list
Click their name to open their detail page
Click the Edit button (pencil icon) in the top-right
Update any of their information
Click Save to apply the changes
What Information Can You Edit?
You can update almost all client information. Here's what's editable and where:
Field | Where to Edit |
First Name / Last Name | Detail Page & Table |
Detail Page & Table | |
Phone | Detail Page & Table |
Address (street, city, state, zip, country) | Detail Page |
Website | Detail Page & Table |
Company Name | Detail Page & Table |
Tax Number | Detail Page |
Billing Address | Detail Page |
Client Category & Stage | Detail Page & Table |
Custom fields | Detail Page & Table (if enabled for table view) |
Changing a Client's Category or Stage
As your relationship with a client evolves, you can move them between categories (Leads, Pipeline, Clients) or change their stage (New Lead, Contacted, Active Client, Past Client). To change a client's stage, open their detail page and click the Stage dropdown, or click the stage value directly in the table view. These changes help you organize and track your pipeline. See Client Stages Explained for the full list of stages and what they mean.
Bulk Editing
If you need to change the same information for multiple clients (like moving all leads in a region to a different stage), you can select multiple clients in the table and edit them together:
Click the checkbox next to each client's name in the Clients table
Click Bulk Actions in the toolbar
Select the action — change stage, update category, or edit shared fields
Confirm to apply the changes to all selected records at once
Related Articles
How to Create a Client in FieldCamp — Add new clients to your account
How to Delete or Archive a Client — Remove or archive client records you no longer need
Client Stages Explained — Understand pipeline stages and what they mean
Filtering and Searching Clients — Find specific clients using filters, sorts, and grouping
FAQ's
Can I edit a client's information directly in the table view?
Can I edit a client's information directly in the table view?
Yes. Click on any editable field value in the Clients table to edit it inline — type your change and press Enter or click away to save. This works for most fields including name, email, phone, stage, and custom properties. It's the fastest way to make quick updates without opening the full client detail page.
Can I update multiple clients at once in FieldCamp?
Can I update multiple clients at once in FieldCamp?
Yes. Select multiple clients using the checkboxes in the Clients table, then click Bulk Actions. You can change the stage, category, or other fields for all selected clients at once. This is useful when moving a group of leads to a new stage or updating a shared field across many records.
What fields can I edit on a client record?
What fields can I edit on a client record?
You can edit almost all client information: first name, last name, email, phone, address (street, city, state, zip, country), website, company name, tax number, billing address, client category, stage, and any custom fields your business has created.
Does editing a client affect their linked jobs or invoices?
Does editing a client affect their linked jobs or invoices?
Editing a client's contact information (name, email, phone, address) updates the client record itself. Existing jobs and invoices that reference the client will reflect the updated name and contact details. However, previously generated invoice PDFs or sent estimates won't retroactively change — only new documents will use the updated information.