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Cosec User

⌘K
  • Cosec User Overview
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  5. Edit Client

Edit Client

To edit existing clients, do the following;

  1. Go to your Client Listing page.
  2. Click on any client you desire to edit in the row.
  3. On the Client Details page, scroll down to the bottom and click on “Edit”.
  4. A form with the fields pre-populated with the client’s details will display. Make your necessary changes and click on the button “Update”.
  5. To cancel editing, click on “Back” button.

Doc navigation

← Add New ClientAssigning New Clients Task to Assistant →

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