How do I edit my client's name and contact details?
1. Via the Adviser Homepage. In the clients’ list table, there is a pen icon on the right side of your client’s name. Click on it to quickly edit your client’s details.
2. Via Client Home Page. If details are not found in the quick edit option stated above, you can edit and update in the client’s page as below:
- Get into your client’s page first. To do so, click on your client’s name in the client list table on the Adviser Home Page.
- Once you are in your client’s page, click on the People tab on the left side menu.
- Click on Edit (pen icon) on the right side of the client’s name that you wanted to update.
Kindly refer to the video tutorial below for the step-by-step process.
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