Edit

  1. To Edit an Existing Client click on the “Clients” tab in the top right of your screen.
  2. Clients-2 Edit
  3. Once inside the Clients section, click on the edit button next to the Client’s name:
  4. Screen-Shot-2016-10-10-at-5.42.50-PM Edit
  5. Fill in the information you have on the Client. When you are done, click “Save Changes.”
  6. Client-Info-2 Edit
  7. To add multiple contacts to a client, simply click on the client’s name, and a dropdown will allow you to add more multiple contacts with e-mail addresses and phone numbers to use throughout the system. Screen-Shot-2016-10-10-at-5.44.02-PM Edit