Editing a Client

 

You can edit a client's details in two places - from the client list and from the client's story.


From the client list:

  1. Navigate to the client list by clicking in the top right
     
  2. From the client list, click the edit icon to the far right of their name

  3. A pop-up will appear where you can make your changes, click Update client

  4. Your client is now updated


From the client's story:

  1. Navigate to the client list by clicking in the top right

  2. Click on the client's name

  3. This will take you to the story view for that client.  To edit their details, click on the edit button in the Details panel on the right-hand side


  4. In the pop-up, make your changes and click Save

  5. Your client has been updated

Removing a Client


  1. From the client list, click the delete icon to the far right of their name

  2. A pop-up confirmation box will appear, because deletions cannot be undone. Click Delete

  3. Your client is now removed