Edit a client's information records

This article explains how to edit information records that are stored on an intake or client contact record.

A lot of the information about a client that's stored on an intake or client contact record is stored in separate additional records. Access to editing this information will depend on:

• the permission level of your account, and
• what type of information you're trying to modify.

There a few different ways to edit these records. One of the quickest ways is to:

1. Navigate to the relevant intake or client contact record.

Intake records can be found by clicking on a client's name on their enquiry record. Client contact records can be found by clicking on the Contacts tab.

2. Click on the relevant tab for the information you're trying to modify. You may need to click on the More drop-down arrow at the end of the row of tabs to access additional options.
3. Scroll down to the record you need to modify and click on the drop-down arrow at the end of that record's row.
4. Click on the Edit button.

5. Make your changes and then click on the Save button.