Updating Client Profile Details
This feature allows you to update client profile details, such as addresses, email addresses, and personal relationships. You will have the option of adding new records or updating existing ones.
To view or modify client profile details
2. Select Client Profile Details from the More... list. The Client Profile Details dialog appears.
3. To update an existing record on any of the tabs, click the Edit button.
4. To add a new entry, click the Add button on any of the tabs.
5. Click Update to save changes.