A client's data changes: the contact person leaves the company, the office moves, a new phone number comes in. To keep your address book up to date you don't need to delete and recreate the client — just open the edit drawer from the Clients page, fix the fields and save.
Where the pencil icon that opens the edit lives, which fields you can update (company name, address, contact, notes), how the address autocomplete works, which is the one piece of data you can't change — the VAT number — and how the platform confirms the save. For the general map of the section (table, filters, drawer) see the Clients overview; to add a brand-new client see Add and invite a client.
Before you start
- A forwarder account with the ADMIN or OPERATOR role: editing a client — like creating or importing one — requires one of these two roles. The pencil icon is visible to every user in the company, but if you have the
READONLYrole the save is rejected (see Common problems). - The client must already be in your address book. If you still need to add them, start from Add and invite a client or, for many clients at once, from Import clients from a CSV file.
1. Find the client and open the edit
Open the Clients page (URL /company/{companyId}/trading-partners). Find the row of the client to edit in the table: if the address book is long, use the "Search by name or VAT…" field at the top to filter it.
Hover over the client's row: at the end, in the last column, three icons appear. The first is the pencil icon — hover it and the tooltip "Edit" shows. Click it.
The client drawer opens on the right side, already in edit mode: no tabs, but directly the fillable fields.
If you opened the drawer by clicking the row, the drawer starts in view mode (with the "Registry", "Commercial", "Notifications" tabs). At the bottom you'll find the lime "EDIT" button: clicking it switches to the same edit screen described below.
2. The fields you can edit
At the top the drawer shows the company name, the "Active" status badge and, below, the VAT number — they are just an identification header, you don't edit them here (see point 4).
There are five fillable fields:
- Client name — the company name. It's the only required field, marked with the asterisk
*: if you leave it empty the "SAVE" button stays disabled (see Common problems). - Address — the client's office, with the assisted search described in point 3.
- Contact name — the contact person at the client.
- Contact phone — the contact's number; the "+39" button on the left selects the international dialling code.
- Contact email — the contact's email address.
At the bottom there's also the Notes field, free text for any annotation on the client record.
The phone and email you enter here are the details on which the client receives the automatic pickup and delivery alerts for the loads they are linked to. Keep them up to date: a wrong detail means a notification that doesn't arrive. The choice of which channels to use (email, SMS) is managed instead from the drawer's "Notifications" tab in view mode.
3. Change the address with the autocomplete
The "Address" field is not a free text box: it's connected to Google's address search. It works like this:
- Clear or overwrite the existing text and type the new address (at least four characters, e.g.
Via Torino 50, Milano). - After a moment a dropdown with suggestions opens: each entry is a real, complete address.
- Click the correct suggestion: the platform automatically fills in street, city, province, postal code and coordinates. Below the field a grey line appears with the complete address, as confirmation.
The address is updated only when you select an entry from the suggestions dropdown. If you type the text but don't click any suggestion, the address stays the previous one. To remove the address entirely use the X inside the field instead: it empties the client's office.
4. What you can't change
One important field is not present in the edit form: the VAT number (country prefix + number). You see it at the top, in the drawer header, but read-only.
It's not an oversight: the VAT number is the client's unique identifier. It's the data Truckscanner uses to recognise a company and avoid duplicates in the address book, both when you add a client manually and when you import a CSV. If you could change it, it would lose this role. If a VAT number is genuinely wrong, the correct path is to delete the record and recreate it with the right one.
Also read-only are the platform status (Registered, Invited, Not invited) and the company data enriched from official registries — ATECO code, legal form, local units — that you see in the drawer's "Registry" tab in view mode.
5. Save the changes
When you're done, at the bottom of the drawer you have two buttons:
- "CANCEL" — closes the edit and discards everything you changed.
- "SAVE" — submits the changes.
Click "SAVE". A green confirmation toast appears at the top right with the message "Client updated" and the drawer goes back to view mode, immediately showing the updated data.
What happens next
The save is immediate:
- The changes appear straight away in the Clients table and in the drawer. The "Updated on" row, at the bottom of the "Registry" tab, shows the date and time of the last change.
- No email is sent. Updating a client's data is an operation internal to your address book: the client receives no notification of the fact that you corrected their record.
- The record you edit is your address-book entry: even if the client is "Registered" and collaborates on Truckscanner, your corrections to the contact, address or notes do not touch the client's own company profile on the platform. They stay in your address book.
Common problems
See also
- Clients overview — the full map of the section: table, filters, detail drawer, row actions.
- Add and invite a client — adding a single client with VAT verification, and how to invite them to collaborate on Truckscanner.
- Import clients from a CSV file — uploading many clients at once from a spreadsheet.
- For forwarders — overview