Enter or edit a client's contact details

When you create a client, optionally, you can enter their contact details so that you can keep their information in one spot. 

To enter a client's contact details

1. Open the client.
2. On the Dashboard tab, point to the Contact Details box and click Edit.
3. Enter their contact details and click Save.

To edit a client's contact details

1. Open the client.
2. On the Dashboard tab, point to the Contact Details box and click Edit.
3. Make the necessary changes and click Save.