Editing an Address on the Client Profile
To make a correction or update a client’s address information:
| 1. | Navigate to the Client Search screen. |
Main Menu > Client
| 2. | Locate and double click on the client using the search filters. |
| 3. | Click Personal. |
| 4. | Click See All Addresses. |
All listed addresses are displayed. Click the address to be edited.
| 5. | Make any changes. |
| 6. | Click Save. |
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