Welcome to the Help Center

Editing Client Records

To edit a client's profile:

  1. Navigate to the Clients tab
  2. Search for an existing client
  3. Click on the edit icon next to Details  16929303-a26930953eb7c356f3dee9ed470c362d.png
  4. When editing client profiles, you can add or edit all the details (access control permitting). 
  5. Click Save when you are finished with the edits
Powered by Zendesk