--- title: How to edit client information description: Grouping cases and clients together in clients and how to manage them. --- [Skip to content](https://help.vartion.com/how-to-edit-client-information#main-content) English Show submenu for translations [Customer portal](https://portal.vartion.com/tickets-view?hsLang=en) [![pascal\_logo.png\]](https://help.vartion.com/hs-fs/hubfs/pascal_logo.png?width=160&height=42&name=pascal_logo.png)](https://help.vartion.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://portal.vartion.com/tickets-view) - [Go to Pascal](https://pascal.vartion.com/) [Go to Pascal](https://pascal.vartion.com/) How can we help? - There are no suggestions because the search field is empty. 1. [Product Documentation](https://help.vartion.com/?hsLang=en) 2. [Screening](https://help.vartion.com/screening?hsLang=en) 3. [Clients](https://help.vartion.com/screening?hsLang=en#clients) # How to edit client information An existing client can be modified with updated information if desired. The description of the client can be changed, the name of the client can be updated, and cases can be added or removed from the client.   ### Updating client details   To change the name, identifier or description of a client: 1. Navigate to the client you would like to edit via the **Clients** page. 2. When on the client's page, select the **Edit** button in the **Client** card on the right of the overview. 3. A dialog opens where you can edit the client. Choosing the client type Person or Business, adds more specific properties for that client type. 4. After all changes have been made, the **Apply** button can be clicked, and the client will be updated accordingly.   To change the labels linked to the client: 1. Navigate to the client you would like to edit via the **Clients** page. 2. When on the client's page, select the field next to **Labels** in the **Client** card on the right of the overview. 3. A menu opens below the field. 4. Type the name of a new label and press the checkbox next to the new label or press the enter key. 5. You can also add already existing labels by selecting the checkbox next to an already existing label.   ### Editing linked cases   Linked cases are displayed at the bottom of the client overview in the **cases** card. The following steps can be used to link an existing case to the client: 1. On the client's page, select the **Add case** button in the **cases** card. 2. In the **Add case** dialog that appeared, the name of a case can be searched for by filling the case name in the text field. 3. All cases which match the filled in search terms, will show up in the dialog below the text field. 4. Select the case you would like to add to the client. 5. Click on the **Add cases** button at the bottom of the dialog to confirm the addition of the selected case to the client. The following steps can be used to link a new case to the client: 1. On the client's page, select the **Add case** button in the **cases** card. 2. Fill in the new case name in the text field, in the **Add case** dialog that just appeared. 3. Click on the **Create new case**. This will open the case creation dialog. 4. Here, you can fill in all information known about the person or entity you want to search on. 5. After all information about the case has been filled in, select the **Create case** button at the bottom of the dialog. You are taken back to the dialog to add cases to the client. 6. Click on the **Add cases** button at the bottom of the dialog to confirm the addition of the selected case to the client.   ### Removing linked cases   In the **cases** card at the bottom of the client page, all cases are presented which are linked to the client. If you would like to remove one of the cases linked to this client. You can open the case by selecting the row in the **cases** table. On the left side of the case's overview, you can select the **Unlink** button next to the client name the case is linked to that you would like to remove.     **This documentation, including images, videos and text, is accurate as of Version 7.18 of Pascal.** We strive to keep our documentation up to date with each release to ensure it remains a reliable resource for our users. However, given the dynamic nature of our software development, there might be instances where changes introduced in subsequent versions are not immediately reflected in this documentation. 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