Objective
This SOP outlines the steps to edit an existing client in EnviroAutomate. You can update the client's general information, head office address, and manage associated client offices.
Key Steps
1. Navigate to the Client
Click "Clients" in the left sidebar under the CLIENTS section
Find the client you want to edit in the list
Click on the client row, or click the edit icon (pencil) in the Actions column
2. Update General Information
Modify any of the following fields as needed:
Entity Name - Update the client organisation's name
Alias - Update or add an alternative name
Company Registration Number - Update the registration number or ABN
Contact Name - Update the primary contact person
Client Code - Update the short identifier (1-3 characters)
External Reference - Update the external reference number
Status - Change the client's status: Active, Inactive, or Suspended
Email - Update the primary email address
Website - Update the client's website URL
Phone - Update the phone number
Description / Notes - Update additional context or notes
3. Update Head Office Address
The Edit page includes the same Google Maps address search as the Create page, plus an interactive satellite map showing the current head office location.
Country - Change the country if needed (this updates the address search restriction)
Address Search - Use Google Places autocomplete to search for a new address. Selecting a result will update all address fields and reposition the map marker.
Address Line 1 - Update the street address
Address Line 2 - Update additional address details
City - Update the city or town
State/Province - Update the state, province, or territory
Postal Code - Update the postal or zip code
The satellite map below the address fields shows the client's current location with a pin marker. When you use the Address Search to select a new address, the map automatically zooms to and marks the new location.
4. Manage Client Offices
The Client Offices section at the bottom of the page shows a table of all offices associated with this client. Each client requires at least one client office.
View existing offices - The table displays each office's Name, Contact, Email, and Status
Edit an office - Click the edit icon (pencil) in the Actions column to go to that office's Edit page
Add a new office - Click the "+ Add Office" button below the table to create a new client office linked to this client
5. Save Changes
Review your changes
Click "Save" to update the client
The page will remain on the Edit view with a success notification confirming the update
6. View Audit Log (Optional)
Click the "Audit Log" button in the top-right corner of the page to view the complete change history for this client
The audit log shows who made each change and when
Differences from the Create Page
Satellite map - Not shown on Create; shows client location with pin marker on Edit
Client Offices section - Placeholder message on Create; table of existing offices with Edit and Add buttons on Edit
Audit Log - Not available on Create, available via button in header on Edit
After Save - Create redirects to Edit page; Edit stays on Edit page
Cautionary Notes
The Entity Name must be unique within your organisation — if you change it to a name that already exists, the save will fail
Always click "Save" before navigating away, or your changes will be lost. You can use Cmd+S (Mac) or Ctrl+S (Windows) as a keyboard shortcut to save.
Changing the Client Code may affect naming conventions used in projects and reports
Changing the Status to Inactive or Suspended does not delete the client or its associated records
Tips for Efficiency
Use the Address Search feature when updating the address to ensure accuracy and automatically update the map location
Use the Audit Log to review the history of changes if you need to understand what was modified and by whom
Manage client offices directly from this page rather than navigating to the Client Offices list separately
Use Cmd+S (Mac) or Ctrl+S (Windows) to quickly save your changes
Press Esc to close the page and return to the Clients list