How to Add or Update Client POC (Point of Contact) Details

To Manage Client POC Details

Step 1: Go to the Client List

Navigate to the Client List on the Early Warning Dashboard.

Step 2: Search for the Client

Use the search function to locate the client.

Step 3: Edit Client Details

Click the edit icon under the “Actions” column.

Step 4: View POC Details

Select the “POC” tab to view all POCs added for the client.

Step 5: Update an Existing POC

To update a POC, click the edit icon next to the POC.

Step 6: Add a New POC

To add a new POC, click the “Add POC” button and enter all necessary details, including:

• Name
• Designation
• Location
• Phone Number