Modifying A Client

Modifying a client is to change their relevant details.  A client may change their name, receive a change in their job title or change their phone numbers.  Modifying clients is performed in the Clients screens, which can be accessed via the Go option on the Standard toolbar, by holding the Ctrl key while entering L or by the client button on the Master toolbar.

Use

1. Open the Clients screen.
2. Use the Search functions of the Clients screen to find the client you require.

3. Select the client required. 
4. Click on the Update button. This will open the client details screen.
5. Enter the altered details.
6. Click on Apply.
7. Click on Close.

Your changes have been entered and saved.

See also

Clients Overview

Creating a new Client

Deleting a Client

Linking other entities to a Client

Viewing Helpdesk history for a Client