Name

The Name area of the Personal section allows users to edit a client’s basic information.

Field	Description
Title	Use this drop down to select a client’s title.
First Name	Use this field to edit the client’s first name.
Middle Initial	Use this field to edit the client’s middle initial.
Last Name	Use this field to edit the client’s last name.
Suffix	Use this drop down to select a client’s suffix.
Birthdate	Use this field to select the client’s birthdate.
SSN	Use this field to edit the client’s social security number.
Marital	Use this drop down to select the client’s marital status.
Gender	Use this drop down to select the client’s gender.
Language	Use this drop down to select the client’s primary language.
Ethnicity	Use this drop down to select the client’s ethnicity.
Religion	Use this drop down to select the client’s religion.

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