Client Management Process Overview

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Overview

This document provides a step-by-step guide for managing clients effectively. Follow the instructions below to navigate the client management process.

Prerequisites

  • Access to the client management grid.

Steps

  1. Search for a Client
    - From the grid, click the "Search" button.
  2. Edit Client Information
    - A pop-up panel will appear on the right with the client's name.
    - Click the "edit" button to manage the client's information.
  3. Additional Resources
    - For more detailed instructions, refer to the in-depth video available at: https://www.youtube.com/watch?v=JYsgPV42I7c

Troubleshooting

  • If the pop-up panel does not appear, ensure that pop-ups are enabled in your browser settings.
  • Verify that you have the necessary permissions to edit client information.

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