Method 2: Updating Client Information from the Client Home Page
1. Navigate to the client's home page: Find the client's name in your list of clients and click on it to open their home page.
2. Access the client's contact information: Click on the People tab to view the client's contact details.
3. Edit the contact details: Click on the pen icon next to the specific contact information you want to modify.
4. Select the appropriate client if necessary: Choose the contact type (e.g., work email, mobile phone) and update the email address or phone number as needed.
5. Preferred contact method: To designate a contact as the client's preferred method, select Yes in the corresponding field.
If Yes is selected for email, this email will be used for client portal login.
If Yes is selected for phone, this number will be used for multi-factor authentication.
6. Save the changes: Click the Submit button to confirm the updates.
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Published on June 25, 2024
Version 1.1