How to edit Client Group

To edit Client Group name go to Client page and click Contacts. Click the More button and select Rename client group and edit the name. Refresh the page after.

To change the Client Group click the More button and select Change client group. A new field Client group will appear in the information card above. Enter the name of new Client group and refresh the page after.

You can edit all other information right in the information card.

Last Update: January 22, 2018  

 Clients  
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