How to edit a client

To edit a client:

1. Select the Clients tab at the top.
2. When in grid view target the client you wish to update and select View Client. In list view select the Edit (pencil) icon to the far right.
3. Note that you can use the search option in the upper left or the filter option in the upper right to easily find the client you're looking for.
4. From the tabs on the left you can edit the client Details, Locations and add Projects.
5. To update client details select the Edit icon at the top-right of the screen (This is the same process for both locations and projects).
6. Here you can update the clients details. (Updating the address fields under client details will not update the locations tab.)
7. Once your done select Update Client.