How to edit a client

To make changes to an existing client, open the Clients module and search for the client you want to update. If you need guidance on searching, refer to the article on how to search for a client.

Once you have located the client, click their name to open the profile. By default, you will be directed to the client’s Dashboard tab, where you can view an overview of their details.

From the dashboard, click the Edit button. This will take you to the Basic Info screen, where you can update the necessary fields. After making the required changes, review the information carefully and then click Save.

Alternatively, you can edit a client by going to the Clients module, opening the client profile, and selecting the Details tab. From there, click the Edit button to access the Basic Info screen.