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.
|•||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.|