How to Edit a Client

  1. On top navigation menu, locate "Search" tool. Type in the name of the client you want to edit.

  2. Find drop down menu labeled "Actions" (to right of client's name).

  3. Select "Edit Client" from the "Actions" drop down menu.

  4. Fill out form with necessary edits. Then, click the blue "Save Changes" button.

  5. You have successfully edited a client.