How to edit a client
To edit a client:
- Select the Clients tab at the top.
- 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.
- 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.
- From the tabs on the left you can edit the client Details, Locations and add Projects.
- 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).
- Here you can update the clients details. (Updating the address fields under client details will not update the locations tab.)
- Once your done select Update Client.