Editing a Client

You can update, remove or add information to any client listed. To add a new client, click here.

1. In the main navigation bar, click on Clients > _View Clients. _

2. Under the Actions column, click the edit icon. The client info will then be displayed.

3. (Optional) In the Client Tag section while editing the client information, you can add keyword descriptions to help you identify this contact throughout the system. To create a tag simply type the tag word and press the Enter key on your keyboard. To remove a tag, click the x on each tag you would like to remove.

4. Click the Update Client button when finished.

5. To delete a client, click the trash icon under the Actions column.

Updated on: 10/30/2019