Be sure to scroll down and watch the video!
Click Clients Database link from either the Main Dashboard or Detailed Dashboard.
Locate your client either by selecting the first letter of their last name from the ALPHABET or by selecting ALL.
Click on the client`s Name or Address. Once you are in the Clients Note/Summary page, click on the client`s name at the top left of this screen. Your client`s name will be underlined. This will open the Edit Client Info screen where customer information can be edited.
Important: Don`t forget to hit the SAVE button before you leave this page.