Editing a Client

Overview

This tutorial will walk you through the steps to Edit a Client from your View Clients and Matters List in TrustBooks.

Steps:

1. Start on the Dashboard Page, select CLIENTS & MATTERS.  

2. On the Clients & Matters drop-down menu, click the View Clients and Matters List. 

Click the name of the Client you want to edit: 

3. Or, type the name of the Client in the Search Bar in the upper right corner. Then click Search. 

Click on the Client to open the ledger of the client you wish to edit. 

4. Click EDIT CLIENT:

5. The Edit Client page is displayed. Update the fields you want to edit.

6. Then click Save button on the bottom right.