Editing Client Information
- Go to the Client Main View and find the client you want to update.
- Click the Edit button beside the client’s name.
- The Edit Client Record form will appear, which is basically the same as the Add Client Record form. From here, you can make the updates you need.
- For the Upload Mother Contract field, if the uploaded contract is outdated or has been replaced, toggle the Discontinue Use switch.
- A field will appear asking for the reason for discontinuation — enter the details, then confirm to proceed.
- After editing the client details, the system will ask for confirmation: Do you want to proceed with the changes?
- Select Yes to save the updates or Cancel if you decide not to apply the changes.
- A dialog box will appear asking you to “Enter Edit Reason.”
- Type in the reason why you are editing the record. (This field is required.)
- Click Submit to continue.