Client Tasks Edit
To edit an existing client,
• | Select Client (Filer, Entity) Management from the Module menu. |
• | Locate the client to be edited. |
The Edit Filer dialog will be displayed and ready for editing.
Click OK to save your changes.
Notes
• | Since the Client ID is a , you cannot change its value from the Edit Filer dialog. |
• | There is a procedure posted on the Tips Knowledge Base that explains how to change a Client ID, if necessary. |
• | When using the , you must right-click directly on the client to be edited. |
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