Within a client’s profile, you can modify their details, such as their name, email address, physical address, phone number, etc.
To modify a client’s profile details:
- On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
- In the list of clients displayed, click the client’s name.
- On the side menu, click Profile Details.
- Modify any of the client’s settings, as required. For details, see Modifiable client profile details.
- When you are finished modifying the settings, at the bottom of the page, click UPDATE ACCOUNT.