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Editing a Client

You may require to amend a Clients details at a point after their creation. You can do this by accessing the clients details and choosing to Edit them.

Locate the client in the Client Manager using the Client search feature, and Right-click the Personal node to choose either Edit client or Edit personal information from the menu:

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This will open the appropriate wizard, and you will have full access to edit the details as required.

 

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