How to Edit and add information to a Client’s Profile?

  1. Select the Client whose profile you want to edit and click on it.  A new screen will open with all the Client’s Profile Information.  
  2. Select the Edit button from inside of any the existing categories and add new information or edit information previously added.  
  3. When you are done adding or editing information click Save and all the changes and additions will be added to the profile.
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