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CounSol User Guide

Navigation: Clients 

Edit Client Info/Details

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1. Choose the Clients icon, and then click the desired client’s name from the Active client list.

Clientsnames18

 

2. Locate and click on the Edit Details button at the bottom of the page, or the Edit tab in the chart menu bar.

 

Edit info-detail button  OR Edit tab18

 

3. Make the necessary changes and click the Save Client button.

 

Save client button