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.
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
Thank you!