Editing a client

Modified on Wed, 28 Aug, 2024 at 3:13 PM

The Client Edit Form
The Quick Edit Widget

Editing the details of a client is very quick and easy to do. There are two places this can be done:

The Client Edit Form

This is the main area for editing client details. All information relating to the client can be changed here.

The Quick Edit Widget

This is a quicker way of editing a client, which doesn’t require navigating to the main edit form. This is for basic changes e.g. name and address.

The Client Edit Form
The main place the client edit from can be accessed from is from the client detail. Click Actions > Edit.
This is how the edit form looks. Basic client details can be added or changed, as well as further configurations such as regular paddle numbers and default commission rates. Click the green Save Changes button when all editing has been completed.

The Client Edit Form

The main place the client edit from can be accessed from is from the client detail.

Click Actions > Edit.

This is how the edit form looks. Basic client details can be added or changed, as well as further configurations such as regular paddle numbers and default commission rates.

Click the green Save Changes button when all editing has been completed.

The Quick Edit Widget
The quick edit widget can be produced anywhere where the magnifying symbol appears next to a client name.
The form will appear on the right of the page. Quick edits can be made before clicking the Save button.

The Quick Edit Widget

The quick edit widget can be produced anywhere where the magnifying symbol appears next to a client name.

The form will appear on the right of the page. Quick edits can be made before clicking the Save button.