--- title: Edit a Client description: Learn how to create, edit, and manage clients in Kudurru Stone. Covers all client fields, the address and notes tabs, and how to safely delete a client. --- [Skip to content](https://kb.kudurrustone.com/edit-a-client#main-content) English Show submenu for translations [Customer portal](https://kb.kudurrustone.com/tickets-view?hsLang=en) ![kudurrustone-logo.png\]](https://kb.kudurrustone.com/hs-fs/hubfs/kudurrustone-logo.png?height=40&name=kudurrustone-logo.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://kb.kudurrustone.com/tickets-view) - Go to kudurrustone.com Go to kudurrustone.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Kudurru Stone Knowledge Base](https://kb.kudurrustone.com/?hsLang=en) 2. [Client](https://kb.kudurrustone.com/client?hsLang=en) # Edit a Client ## A client record is the central anchor for all work in Kudurru Stone. Every project, quote, contact, and communication ties back to a client. Setting up a client correctly from the start ensures clean records across projects and billing. ### The Client Editor The editor is divided into sections: General Client Information, Client Address, and a tabbed activity area below. Client editor showing General Client Information fields and Audit Log #### General Client Information | Field | Notes | | --- | --- | | Client Name | Required. Max 150 characters. No `:`, `(`, or `)`. | | Client URL | Optional website address for the client. | | Client Relationship | How your company relates to this client (e.g., On Going, Prospect). Managed in Settings. | | Client Type | Classifies the client (e.g., Engineer, Owner or Lead, Client, Old Client). Managed in Settings. | | Scheduler Color | Hex color used to identify this client on the scheduling board. | | Status | Active or Inactive. Inactive clients remain in the system but are hidden from most dropdowns. | | MSA | Check if a Master Service Agreement is in place with this client. | | Default Payment Terms | Applied automatically to invoices for this client. | | Account Standing | Used to trigger alerts if a client's account requires attention. | | Onboard Date | Date the client relationship began. | | ISN | ISN identifier if your company uses ISN compliance tracking. | | Billing Info | Free-text notes about billing arrangements, references, or special instructions. | | Department | Assigns the client to an internal department. | Click **Save** to save the general information. The **Audit Log** below the form shows who created the record and who last edited it. Click **Full Log** for the complete change history. --- #### Client Address Information Client address section, QuickBooks info, and tab navigation | Field | Notes | | --- | --- | | Address 1 | Primary street address. Max 100 characters. | | Address 2 | Suite, unit, or secondary line. Max 100 characters. | | City | Max 100 characters. | | County | Optional county field. | | State | Two-letter state abbreviation. | | Zip | Max 10 characters. | If QuickBooks integration is active on your account, a separate **QuickBooks Information** section appears here with QB-specific billing address fields and sync options. If it is not configured, the section displays "QuickBooks integration is not currently setup." --- ### Activity Tabs Below the address section, six icon tabs give access to all activity linked to this client: | Tab | What it contains | | --- | --- | | Notes (pencil) | Internal notes with author and timestamp. Click **+ New** to add a note inline. | | Communications (phone) | Logged calls, emails, or meetings. Supports follow-up date tracking. | | Contacts (address book) | People associated with this client. Each contact can have a type, two phone numbers, and an email. | | Projects (wrench) | The 50 most recent projects. Click **Load More** if the client has additional projects. | | Files (document) | Uploaded files with type and description. Files are uploaded with a progress bar. | | Quotes (dollar sign) | All quotes linked to this client. | Click **+ New** within any tab to add a record directly from the client editor without leaving the page. --- ### Tips - Set the **Scheduler Color** early if you use the scheduling board — it makes this client's jobs visually distinct at a glance. - Use **Billing Info** for anything a billing staff member needs to know that does not fit a structured field: net terms exceptions, PO requirements, invoice contacts. - **Account Standing** can be configured to show an alert banner whenever someone opens a client with an outstanding balance or credit hold. Set this up in Settings \> Account Standings. - The **Status** field does not delete or archive a client — it only controls whether the client appears in dropdowns elsewhere. Inactive clients remain fully accessible from the client list. - If a client has many projects, use **Load More** in the Projects tab rather than the global project search — it stays in context and is faster. - [Getting started](https://kb.kudurrustone.com/getting-started?hsLang=en#main-content) - [Onboarding](https://kb.kudurrustone.com/getting-started?hsLang=en#onboarding) - [Company](https://kb.kudurrustone.com/company?hsLang=en#main-content) - [Settings](https://kb.kudurrustone.com/company?hsLang=en#settings) - [User Settings](https://kb.kudurrustone.com/company?hsLang=en#user-settings) - [Email Settings](https://kb.kudurrustone.com/company?hsLang=en#email-settings) - [Billing](https://kb.kudurrustone.com/company?hsLang=en#billing) - [Automation](https://kb.kudurrustone.com/company?hsLang=en#automation) - [API](https://kb.kudurrustone.com/company?hsLang=en#api) - [Quotes](https://kb.kudurrustone.com/quotes?hsLang=en#main-content) - [Quote Pages](https://kb.kudurrustone.com/quotes?hsLang=en#quote-pages) - [Quote Tasks](https://kb.kudurrustone.com/quotes?hsLang=en#quote-tasks) - [Mapping](https://kb.kudurrustone.com/quotes?hsLang=en#mapping) - [PDF Layout](https://kb.kudurrustone.com/quotes?hsLang=en#pdf-layout) - [Communication](https://kb.kudurrustone.com/quotes?hsLang=en#communication) - [Integrations](https://kb.kudurrustone.com/integrations?hsLang=en#main-content) - [QuickBooks Online](https://kb.kudurrustone.com/integrations?hsLang=en#quickbooks-online) - [Time Off](https://kb.kudurrustone.com/time-off?hsLang=en) - [Client](https://kb.kudurrustone.com/client?hsLang=en#main-content) - [Emails](https://kb.kudurrustone.com/client?hsLang=en#emails) - [Projects](https://kb.kudurrustone.com/projects?hsLang=en#main-content) - [Dashboard](https://kb.kudurrustone.com/projects?hsLang=en#dashboard) - [Mapping](https://kb.kudurrustone.com/projects?hsLang=en#mapping) - [Project Tasks](https://kb.kudurrustone.com/projects?hsLang=en#project-tasks) - [Schedule](https://kb.kudurrustone.com/projects?hsLang=en#schedule) - [Invoicing](https://kb.kudurrustone.com/projects?hsLang=en#invoicing) - [Task Scheduler](https://kb.kudurrustone.com/task-scheduler?hsLang=en#main-content) - [Map](https://kb.kudurrustone.com/task-scheduler?hsLang=en#map) - [Invoicing](https://kb.kudurrustone.com/invoicing?hsLang=en) - [Reports](https://kb.kudurrustone.com/reports?hsLang=en) - [Custom Views](https://kb.kudurrustone.com/custom-views?hsLang=en) - [Survey Points](https://kb.kudurrustone.com/survey-points?hsLang=en) - [Employee Time](https://kb.kudurrustone.com/employee-time?hsLang=en) - [Custom Reporting](https://kb.kudurrustone.com/custom-reporting?hsLang=en#main-content) - [Employee Time Entries](https://kb.kudurrustone.com/custom-reporting?hsLang=en#employee-time-entries) - [Client Portal](https://kb.kudurrustone.com/client-portal?hsLang=en#main-content) - [Request Form](https://kb.kudurrustone.com/client-portal?hsLang=en#request-form) - [Home Dashboard](https://kb.kudurrustone.com/home-dashboard?hsLang=en) - [Project Dashboard](https://kb.kudurrustone.com/project-dashboard?hsLang=en) [![Chill listening crop-3](https://kb.kudurrustone.com/hs-fs/hubfs/New%20Color%20Rope%20Outline%20Sans%20Text%20No%20Background.png?width=55&height=55&name=New%20Color%20Rope%20Outline%20Sans%20Text%20No%20Background.png "Chill listening crop-3")](http://kudurrustone.com) kudurrustone.com Help Center Copyright © 2026, Kudurru Stone LLC