Articles on: Clients

Editing a Client

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

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

Under the _Actions_ column, click the _edit_ icon. The client info will then be displayed.

(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.

Click the _Update Client_ button when finished.

To delete a client, click the _trash_ icon under the _Actions_ column.

Updated on: 10/30/2019

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