Modify a client

To modify a client, follow the steps below:

1. Click on as shown below:

2. A context menu appears as shown below:

3. By clicking on Company information, a window dedicated to modifying company information appears as shown below:

4. Do the same for all other settings related to your client.

note

See the Add a Client section for instructions on how to edit your client information, or click here to access it.

5. Edit your client information as needed.
6. Click Save.
7. A success message appears on the right side of the screen. The client information has been edited.