Update client information

Keep your clients' profiles current so your whole team has accurate contact and case details.

1. Go to Clients and open the client's profile (or use the Edit action from their row on the list).
2. Click Edit.
3. Update any fields:
   • Personal information — name, preferred name, date of birth, language preference.
   • Contact methods — email addresses, phone numbers, addresses (add more than one of each; mark one primary).
   • Demographic fields — such as race or gender identity, if your org collects them.
   • Additional information — your org's custom fields.
   • Profile photo — upload a new one or click Remove Photo.
4. Click Save Changes.

⚠️ Editing a verified phone number or email: If the client has confirmed she owns it, Sunlight doesn't swap it immediately. The system will send a confirmation link to the new contact method (expires in 24 hours). The original number remains active until the client verifies the new one.

You'll see a "Verification sent to…" alert next to the field — click Cancel to abandon a mistaken change. (Unverified numbers and addresses will update immediately, but verification is important to ensure reliable communication.)

Notes:

• You need the Edit permission to update profile information.

• Demographic and custom fields only appear if your organization has configured them.

• If an edited phone/email still shows the old value, it's likely pending verification — not a save failure.

Trouble? Contact your case worker or email support@getsunlight.org.