11.11 Editing Client Codes

This lesson will show you how to edit the client code of a contact from the contact page.

Editing your client codes

In order to give users more fine-grain control over their client codes, AgileCase allows you to edit them from the contact page.

To do so, click the dropdown menu by the "Edit" button and select "Edit Client Code".

Updating your client code

You can now enter the new client code you want to apply to the contact.

Once you are happy with the new client code, click "Update" to save the changes.

This will also change all associated case numbers that use the client code.