Editing an Address for a Client

1. Access the Client Section

  • Go to the > Client section in the left panel.

2. Select the Client

  • Choose the client whose address you want to edit.

3. Navigate to the General Tab

  • Ensure you are on the General tab on the client's page.

4. Locate the Address to Edit

  • In the Address section, find the address you wish to edit.

5. Open the Edit Address Modal

  • Click on the pencil icon next to the address you want to edit.

6. Edit the Address Details

  • Update the necessary fields in the Edit Address modal:

    • Name

    • Street Address

    • Unit/Suite #

7. Save the Changes

  • Click the Save button at the bottom of the modal to apply the changes.

8. Review the Updated Address

  • The updated address will be reflected in the Address section of the client's profile.

 


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