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.