Editing a Client
This tutorial will walk you through the steps to Edit a Client from your View Clients and Matters List in TrustBooks.
- From the Navigation Pane, select View Clients and Matters List under the CLIENTS & MATTERS drop-down.
- On the View Clients and Matters List Click the name of the Client you want to edit:
- The selected Client's Ledger will be displayed. Click EDIT CLIENT:
- The Edit Client page is displayed. Update the fields you want to edit.
- Click Save button on the bottom right.