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.
Use
- Open the Clients screen.
- Use the Search functions of the Clients screen to find the client
you require.
- Select the client required.
- Click on the Update button. This will open the client details
screen.
- Enter the altered details.
- Click on Apply.
- 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