Amend an existing Client

Having selected ‘Clients’ from the menu on the left hand side of the page, click on the Client you wish to amend from the list of all Clients presented.

On the individual Client screen, you have the option to ‘Edit’ at the top right of the screen.

An edit pop up will be presented, allowing you to amend:

• The Client name
• The Manager (Team Member)
• Currency
• Add / remove a Label (optional)