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. From the Navigation Pane, select View Clients and Matters List under the CLIENTS & MATTERS drop-down.  

  1. On the View Clients and Matters List Click the name of the Client you want to edit: 

  1. The selected Client's Ledger will be displayed. Click EDIT CLIENT:

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

  1. Click Save button on the bottom right.