LedgerWorksOS

Edit Client Profile

gives the CRM a real profile-edit surface with canonical form inputs, error handling, and an explicit success state preview.

Success

Client profile changes captured

This view shows the success state after the client profile is updated and ready to feed the rest of the CRM surfaces.

Return to client detail

Profile Form

Paula Reyes client record

This form keeps the client edit view concrete even before live mutations are wired.

Client editing is locked

Your current role is No membership, so client-profile edits stay locked until an owner or admin opens this workflow.

Readiness checks

view checks

The client edit view now carries the required standard, needs-attention, and completed coverage.