Create or Edit Client
The Clients Management page allows you to create and update client’s information. You can also create a client from the Quick Actions section located on the homepage.
Create Client
- Fill out the fields.
- Click the Create button.
Edit Client
- Click the ellipsis button, then click the Edit button to edit the client’s information. Shortcut: Double click on the client’s row.
- Modify the client’s information.
- Click the Update button.