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Edit a client

Update an existing client's identity and contact details from the client record screen.

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Written by Niyaz

Edit a client's details on the General Info tab of its client record in the Hub.

Client record with the General Info tab selected and client detail fields displayed.

Steps

  1. Open Clients.

  2. Select the client's link in the list.

  3. Select the General Info tab.

  4. Revise the details you need to change.

  5. Select Save.

Result

The Save control becomes available as soon as the form holds a change.

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