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How do I edit a client?

The Edit Client form can be accessed in a couple of ways:

From the main Clients screen: Find your client in the list of clients, click on the utility widget at the end of the client's table row, and select Edit.

From the client’s Client Details screen: Click on the Edit Client link near the top right of the screen.

Now you can make your desired changes on the Edit Client form. When you’re finished click Save.

To learn more about managing clients view the Clients support articles.

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