4. How to Edit a Client

Once a client exists in Wifox, you can fine-tune their profile, track interactions, upload documents, and manage accounts—all from the Edit window. Follow these numbered steps to ensure nothing is overlooked.

After creating a client, the Edit window will open automatically.

In the Edit window, you can:

• • Edit the client’s information that you entered during the creation stage (except for type and project). This also includes reassigning clients to another desk or status.

  • Add or edit Actions: comments, notes, and other relevant information within the CRM.

  • Add or edit Requests: for instance, support tickets, call requests, etc.

  • Upload Documents: passport or ID, and bank card (front and back).

  • Check the client’s Transactions.

  • Add or edit client’s Accounts with Assets (currency and balance on this account).

Note: Information about current client’s Requests, Transactions and Accounts pull up automatically from relevant modules.

1. Open the Client’s Record

In the Clients list, locate the row for the client you want to edit (Look at #1 on the image below).

• Locate your client (Step #1)

  • Use the Search… box at top of the Clients list to type any part of their Email, Full name, or ID. (Instant filtering, partial matches allowed.)

  • Or click Filter ► Desk, Project, or Created date to narrow by scope.

  • Pro Tip: Bookmark heavy-use filters (e.g. “All Personal clients in Acme Project”) via the URL link icon next to the page title.

• Enter Edit mode

  • Click the pencil icon in the Actions column for that row (Step #2).

  • The right-hand drawer slides out, pre‐loaded on the General tab.

  • Note: If you click the client’s Email link instead, you’ll land on the same drawer but can immediately jump to any other tab.

2. Navigate the Tabs

At the top of the client’s detail view you’ll see these tabs:

• General (1): Core profile fields you can edit

• Actions (2): Log calls, notes & follow-ups

• Documents (3): KYC uploads (IDs, bank cards, proof of funds)

• Requests (4): Client-generated tickets and ad hoc data requests

• Transactions (5): All ledger entries for this client (read-only)

• Accounts (6): Create/manage asset or bank accounts linked to this client

• Agreements (7): View signed contracts, NDAs, service agreements

• Logs (8): Complete audit trail of every field change with user/timestamp details

Pro Tip: Press Ctrl + F inside the drawer to quickly find any field or label.

General Tab

1. Personal (Step #1)

• Type: ▶︎ Personal vs Business.

  • Personal clients have first/last names, DOB, risk fields.

  • Business clients use the 3-step wizard (company profile + UBO + members).

• Status: Default or any custom statuses you’ve configured (e.g. “VIP”, “High-Risk”).

• Name & Contact

  • First name, Last name: Displayed on statements, emails, and internal lists.

  • Phone number (required) & Additional phone number (optional): Used for SMS alerts or 2FA.

• Date of Birth:

  • Opens a date picker; used for age verification.

  • Example: You might block accounts under age 18.

• External ID: Your own CRM or partner reference number (e.g. “Zendesk User #1234”).

• Passport: Enter passport number if you collect it for KYC.

• Nationality: Impacts tax or compliance rules.

• Risk level: Your internal scale (e.g. Low, Medium, High)—drives transaction limits.

• AML Screening: Free-form field to paste screening summary or pass/fail status.

Warning: Changing Type from Business→Personal is not allowed after initial creation.

2. Billing (Step #2)

• Country: Dropdown of ISO country codes.

• Region: State/province field (free text).

• City, Address, Postcode: Standard postal fields.

Use case: Some payment rails require exact match between billing address and card on file.

3. Affiliation (Step #3)

Controls where the client “lives” in your operational hierarchy:

• Project: Required for scoping data and routing workflows.

• Desk: Optional sub-group within a Project (e.g. “LOAN desk” vs “ONBOARDING desk”).

• Manager: The internal employee accountable for this client.

• Company fee group: Assigns tiered pricing or service-level agreements.

• AffiliateID: Partner or campaign code for revenue sharing.

• Verification level: KYC method requested (Email, Video, In-person).

• Verification status: Init, Pending, Approved, Rejected.

• Create asset: Checking this auto-provisions an asset ledger entry when saving.

Example: Jane Doe is in Project = “Acme USA,” Desk = “Sales,” Manager = “Bob.”

4. Credentials (Step #4)

• Email: Login ID (read-only here).

• Password:

  • Must meet complexity: ≥8 chars, uppercase, lowercase, digit, special char.

  • ✨ Sparkle auto-generates a random secure password.

  • 👁️ Eye toggles show/hide.

  • Pro Tip: Rotate client passwords quarterly by clicking ✨ and emailing the new credentials.

5. Additional (Step #5)

• A JSON-style tree picker for arbitrarily structured metadata:

  • Click the + to append a new key/value.

  • Rearrange, filter, or delete entries.

Use cases:

• Store third-party IDs (e.g. “StripeCustomerID”:“cus_ABC123”).

• Attach ad-hoc flags (e.g. “VIP: true”).

6. Two-Factor Authentication (2FA) (Step #6)

• Displays any methods already set up (Email, SMS, TOTP).

• Hover on a non-default method to reveal Make default or Delete.

Note: You cannot add 2FA methods here—clients configure those on first login.

7. Description (Step #7)

• Comment: Unlimited text. Good for case notes or behavioral observations.

8. State (Step #8) & Save (Step #9)

• State dropdown (top-right) toggles among Active, Deactivated, Suspended.

  • Deactivated preserves the record but blocks login/assignment.

  • Suspended can be used for temporary holds pending review.

• Save commits all changes on the General tab.

Actions Tab

1. Click Add action in the top-right.

2.Log Chooseevery ameaningful interaction:

1. Click +Add (upper right).

2. Type (Note / Call / Comment). (Step 1)#1):

   • IfNote: Internal memos (“Called compliance – waiting docs.”)

   • CallCall:, setSchedule a follow-up call—requires an Action Datedate.

   • 3.Comment: EnterPublic-facing theremarks (e.g. “Client agreed to terms”).

3. Manager dropdown (Step #2): Who’s responsible for follow-up.

4. Text ofbox (Step #2): Detail your action.note/call/comment.

5. For CallSave or(Step #3).

CommentExample:, selectLogging a Manager.“Call” (Stepon 2)2025-05-10 to confirm documents, assigned to Compliance team lead.

6. Click Save. (Step 3)

Note: You can edit any action later, but you cannot delete it or change its Type.

Documents Tab

Upload or replace verification documents by dragging or browsing to add images for:

• Bank card (front) (1)Step #1) & (back) (Step #2): Required for payments.

• Bank card (back) (2)

• Passport or ID (3)Step #3): Government-issued photo ID.

• Source of funds (4)Step #4): e.g. Pay slip PDF, bank statement.

• Drag-and-drop or click to browse; valid formats .jpg, .jpeg, .png.

FilesAuto-save saveon automatically.upload; look for the thumbnail preview to confirm success.

Requests Tab

1. Click +Add in the top-right.

2. Fill in:

1. Name (1)Step #1): Short title (“Upload proof of address”).

2. Time range (start/end)Step (2)#2): When you need it completed.

3. Type (3)Step #3): e.g. Document Request, Support Ticket.

4. Description (4)Step #4): Full instructions or context.

5. Additional information (freeStep text)#5): (5)Use the JSON tree for structured data.

6. Attach files if(Step needed#6): PDFs, screenshots.

7. Save (6)Step #7).

3. Click Save (7).

New requests will appear in this list with status and creation date.

Transactions Tab

• View all

  Read-only financialledger transactionsof associatedevery withmonetary event for this client.client:

  • Deposits, withdrawals, fees, adjustments.

• No editing

  Columns here—transactionsinclude areDate, pulledType, fromAmount, theCurrency, TransactionsBalance.

  module.

Pro Tip: Filter by date or type to investigate anomalies.

Accounts Tab

1. Click + Add account.in the top-right.

2.Provision Selectnew theasset wallets or bank links:

1. Account Type (Step #1): e.g. Fiat,fiat, Crypto)crypto, (1)e-wallet.

2. 3. Optionally enter an External ID to(Step link#2): toBank aaccount banknumber or externalintegration systemreference.

3. Platform (Step #3): Which service (e.g. Stripe, Utip, Binance).

4. Save (Step #4).

Each account row shows Status (2)Active/Inactive), UID, Owner, Created.

4. Choose Platform (3).

5. Click Save (4). 

Agreements Tab

• ViewLists any contractual agreementsPDF or signed documents linkedlink to thissigned client.service agreements, NDAs, or other legal documents.

• NoRead-only; directto editing—agreementsupload areor managedmodify agreements, use the Agreements module in the Agreements module.sidebar.

Logs Tab

The ultimate audit resource:

• See

  Every field change is logged with User, Timestamp, Old value, New value.

• Search within logs by keyword or date.

Use case: Prove who deactivated a timestampedclient auditor trailchanged oftheir fee group for compliance audits.

Final Save & Exit

• Wherever you make edits, look for a Save button and confirm it turns green.

• Closing the drawer (× in top-left) will prompt you if you have unsaved changes.

• Pro Tip: After a major batch update, run a filter to verify that all expected changes madeappear toin thisthe clientlist record.

view.
• Perfect for tracking who did what, and when.

OnceBy youfollowing finishthis editingcomprehensive inguide, anyyou’ll tab,ensure beevery sureclient record is complete, traceable, and compliant with your organization’s policies—and you’ll maximize the power of Wifox’s modular CRM to click Save (where available) to commitkeep your updates.data accurate and your teams aligned.