This article walks you through editing the editable fields on a client's General tab — the basic business info (name, address, website, freight description, tax/authority IDs), the sales rep, and the primary contact.

What you can and can't edit here: You can edit the General, Primary contact, Sales representative, and Instructions sections.

The Credit section (balance, limit, status, NOA status, note) is set and managed by the Accounting Team — see Reading a client's credit panel and NOA status if any of those need to change.

Confirm the client is assigned to you. If they don't appear on your Clients dashboard, see Checking client availability before requesting setup.

From the Clients dashboard, click into the client. The General tab opens by default.

The General section holds the client's core business info: Name, ID, Billing address, Website, Freight description, TIN, DOT, MC, and DUNS.

Click into any editable field to update it. A check mark (✓) and an X appear next to the field — click the check mark to save your change, or the X to cancel. The Billing address has a pencil icon — click it to open the address editor.

Note: ID is system-assigned and not editable.

In the Sales representative card at the top of the page, click the pencil icon to change the rep on the account. You can only assign the client to another rep on your same polt.ai team — reps on other teams won't appear in the picker.

See Updating the sales representative on a client for the standalone how-to.

In the Primary contact section, click the pencil icon on the right to edit First name, Last name, Phone number, and Email for the existing primary contact.

Swapping in a different person as primary: The Primary contact section edits the existing contact's details. To make a different person the primary — for example, promoting a Billing or Secondary contact — go to the Contacts tab and edit that contact's Contact type to Primary. The General tab will reflect the change.

See Adding and managing contacts on a client.

In the Instructions section, the Rate confirmation field holds standing instructions that get included on every ratecon you send for this client (e.g., tracking requirements, check-in procedures, POD timing).

To edit, see Updating a client's rate confirmation instructions.