View/Update Client Contact Informtion

View/Update Client Contact Informtion

To view/update the client's main information, follow the steps below.
  1. Menu > Client > Client Management, click on the client profile picture or the No Photo icon to open up the client profile.
  2. Click  priority info,
  3. To edit the fields, hover over the title and an edit/pencil icon will appear.
  4. Once you have clicked on the icon, the information will appear at the top of the profile or a popup window to edit or enter in the information. After updating, click save. The profile will update.

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