- Software Solutions
- The Britixo Software
- Britixo CRM
- Practice Management
- PMS Modules
- Industry Specific PMS
- Accounting Practice Management
- Customer Management Practice
- Real Estate PMS
- SaaS For UK Accountants
- ERP Software
- Hosting Solutions
- SSH Shared Hosting
- Corporate VPS
- Cloud Hosting
- Dedicated Servers
- Links
- Get Started
- Login
- Help Centre & Resources
- Our Terms
- Contact Us
- Partnership
- Links Map
- Other Services
- Arrange On-site or online Meeting?
BRITIXO Core CRM Software
Industry Specific Software Solutions
Core Features
Built-In Modules
Resources & Help Centre
How to View and Edit Client Profiles in Britixo?
Each client in Britixo has a dedicated profile page that contains their full company information, contacts, files, notes, transactions, and linked records. You can view or edit these profiles at any time to keep client data accurate and up to date.
This guide explains how to access a client’s profile and make edits to their general info, contact details, address, preferences, and group assignments.
🔹 Step-by-Step: View and Edit a Client Profile
🔍 Access the Client Profile
Log in to Britixo at https://britixo.com/app/login .
Go to Customers → Clients from the left sidebar.
Locate the client you want to manage. You can use the search bar or filters to find them quickly.
Click the client’s Company Name to open their full profile.
📝 Edit General Information
In the top-right corner of the client profile, click the Edit icon (🖉).
Update any of the following fields:
Company Name
Phone, Mobile, Website
VAT Number
Default Currency or Language
Groups – You can add or remove group assignments
Default Country and Region
Client Portal Access Settings – Toggle login or welcome email options
Scroll down and click Save to apply changes.
🏢 Edit Address Information
In the same edit form, scroll to the Address section.
Update the client’s Street , City , State , Postcode , and Country as needed.
Save your changes. These address details appear on invoices, estimates, and other documents.
📂 View Additional Client Sections
On the client profile page, you can also view and manage:
Contacts – Add, edit, or remove individual client users
Invoices, Payments, and Estimates – View all financial activity
Projects and Tasks – See assigned work and deadlines
Notes and Files – Add internal notes or upload attachments
Activity Log – Track all changes and user interactions
Reminders – Create personal or team reminders linked to the client
🧠 Tip
To ensure accurate reporting, always keep client information up to date, especially when changes occur in billing contacts, company names, or addresses.
- © Britixo Software
- © CRM
- © Practice Management
- ⚙️ Settings & Customisation
- Accounting & Bookkeeping Software UK
- Accounting and Bookkeeping Module Guide
- ERP
- Help Centre
- Real Estate Management Guide
- Real Estate Management Module
- 🎟️ Support & Tickets
- 👥 Clients & Contacts
- 👨💼 Team / Users & Permissions
- 📊 Reports & KPIs
- 📘 Getting started
- 📤 Estimates, Proposals & Contracts.
- 📤 Invoicing & Billing
- 🗂️ Projects & Tasks
- 🧲 Leads & Sales
🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
Get Started with Free 14-Day Trial Britixo Cloud-based Software Solutions
Want to Arrange On-site Meeting with Britixo Experts First?
Britixo
Secure, Compliant Built For UK Businesses!
All queries: Sales @ Britixo.com
24/7 Support Desk: Support @ Britixo.com
Mailing Address: 71 - 75 Shelton Street, London, WC2H 9JQ, United Kingdom. UK: +44 845 508 9546. INT: +1 845 335 4280. Click here for Live Chat.
Useful Links:
Practice Management Software
Industry Specific Solutions
Client Relationship Management
Pre-activated Features
Pre-activated Modules
Additional Modules & Features
Accounting and Bookkeeping
Real Estate - Property Management Software
Enterprise Resource Planning
Support Desk
Resources & Helpful Articles.
Log in / Register
Terms of use
Terms & Conditions
Cloud Hosting Solutions
Digital Partnership
Strategic Partnership
Website Designing
Website Development
Custom Development
Website Maintenance
BRITXIO IS THE TRADING NAME / BRAND OF PIXIE TECHNOLOGIES LLC. A REGISTERED COMPANY WITH COMPANY NO: 10053865 .
COPYRIGHTS PROTECTED © BRITIXO UK 2025
Chat with us
