Manage or Edit a Person

You can manage, update and edit client details (Such as Marital Status and Contact Details etc) within the View Person tab.

 

Click the People Tab from the menu along the bottom of your screen.

 

Search for Person you'd like to edit or manage by using the Search bar along the top menu.  

 

 

A List of relevant people will be displayed - Select required person then click View button on left hand side.

 

You can manage, update and edit client details within the View Person tab

You will then see a screen with the selected persons details as shown below:

 

Click grey Edit button (top right of screen) to edit person details. 

 people_top_menu.PNG

 

Once you have made the relevant changes please remember to click the green Save button at the bottom of the screen.

 

Please be aware the blue Edit button shown above on the Notes section will only edit the Notes for that person.

 

 

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