Viewing and Editing Client Details

Access and modify client information through the detailed view. Keep client information up-to-date easily.

To view/edit client details:

  1. Find the client in the list

  2. Click the pencil icon ✏️

  3. Edit available fields:

    1. Personal information

    2. Contact details

    3. Company information

    4. Address

    5. Source

  4. Click Update to save changes

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