EditEditing Clients

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Menu Item Client Tasks Arrow Head Edit

 

To edit an existing client,

 

Select Client (Filer, Entity) Management from the Module menu.
Locate the client to be edited.
Select Edit from the Client Task Bar or context menu.

 

The Edit Filer dialog will be displayed and ready for editing.

 

Click OK to save your changes.

 

note Notes

 

If a master password has been set, you will be prompted to enter it.
Since the Client ID is a primary key, 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 context menu, you must right-click directly on the client to be edited.
Shortcut Key = CTRL+E