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 enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the list of clients displayed, click the client’s name.
  3. On the side 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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