Editing a Client

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From time to time, you may find the need to edit details for a client.

To edit a client:

  1. Navigate to the client that you wish to edit. 
  2. You will land on the Basics screen. Click the  icon to edit.  
  3. You can edit any contact information contained in the Basics screen.
  4. You can then update or enter additional personal information about the client by clicking on the collapsible menu headings within the Basics screen to expand.
  5. Click Save.

Get a refresher on Clients and People here

 

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