How to Update Existing Client Details
To Update Details for an Existing Client
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 find the client whose details you wish to update.
Step 3: Edit Client Details
Click on the edit icon under the “Actions” column.
Step 4: Update the Necessary Fields
Make updates to any necessary fields for the client.
Step 5: Save Changes
Click “Save” to apply the changes.