Modifying a client’s profile details

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:

  1. On the Top Nav Bar, click the Search button  and type the client’s information in the box. You can type the client’s name, phone number, email address, UID, or client ID.
  2. In the list that is displayed, click the client whose profile you want to modify.
  3. On the client’s menu, click Profile Details.
  4. Modify any of the client’s settings, as required. For details, see Modifiable client profile details.
  5. When you are finished modifying the settings, at the bottom of the page, click UPDATE ACCOUNT.

 

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