To create a new client follow along here.
- On the main navigation bar click on People Icon> Contacts > View Contact. You can also access this from the side dashboard view if the item has been previously added.
2. Under the Select All column, click on the Edit button.
3. Edit what section of information needs to be updated or changed, then click Update Contact.
4. You can also edit in real time. If you click on any field on the main contact view page, you can start typing into the fields available (first and last name, organization). You can also add tags and new notes this way as well.