Add or Edit Client Details

Some Client Details are added when the Client is created. You have the ability to add additional information from the Client Details page.

1. Hover over the Managers tab in the navigation bar and select Client Manager from the drop-down.
2. Click on desired Client. Client Details will display.

   NOTE: If Client Details does not display, click Client Details from the General section of the left menu.

3. Click Edit Client Details, and make appropriate changes.
   
   
    
4. When you are finished updating the Client Details, click the green Update Details button located at the top or bottom of the page.