Modify A Client Record
- Click on Clients in the side menu
The Client Search screen will appear, displaying all your clients.
- To modify a client record, simply click on a record to view their details, let's click on Jenny Jones for this example.
- The Details for Jenny Jones screen will appear, displaying her details regarding their Personal Details; Address Details; Reminders; Promotions, Labels, Account, Loyalty Points and History.
- Modify the client record as you like and then click the Save button
You may want to Delete a client record, in that case simply click the Delete button
- You will be prompted to make sure you want to delete the record, click the Yes button to proceed.