Editing a Client

To edit the details of a client:

  1. In the main menu, select Clients.
  2. Drill down on the name of the client you wish to edit. Client details are displayed.
  3. Select Options > Edit. The Edit Client dialog is displayed.
  4. Edit the client details, as required.

    If you change the client name, you must refresh the screen to update the tile to ensure that it represents the new name.

  5. Save your changes.

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