Change your client's email address

You can adjust the information for existing clients if you need to update their contact information. If you need to assign a proposal to a different client, make sure you change the client for the proposal instead of just changing the details for the client that is already attached.

NOTE: users of CostCertified have the option to create their own login for the system so they can see all of their projects in one place. If you try to adjust a client’s information after they have setup an account, you will see a message that says “This users manages their own account” and you will not be able to make any changes on your end. If you believe something needs to be changed, you will need to discuss it with the client.

1. Go to your Clients list page, and or search for the client by their name or phone number

2. Double click the client, or select the client, and choose Edit/view from the actions dropdown

   

3. NOTE: You can also edit a client’s information from the proposal screen:

   1. Click on the client name in the top left corner of the screen.

      
   2. Click the “pop-out” arrow to open the client menu.
      

   3. Continue following the steps below.

4. When the Client panel opens, go to the Settings tab
   
5. From the Settings panel, scroll down until you see the email field. Enter in the correct email.
   

6. If the email address you are trying to change to already exists in the database for another user, it won’t let you change it. In that case, you will need to create a new client which will link to that user.