Some Client Details are added when the Client is created in ShareNote Community. You have the ability to add additional information from the Client Details page.
- Hover over the Managers tab in the navigation bar and select Client Manager from the drop-down.
- Click on desired Client. Client Details will display.
NOTE: If Client Details does not display, click Client Details from the General section of the left menu.
- Click Edit Client Details, and make appropriate changes.
- When you are finished updating the Client Details, click the green Update Details button located at the top or bottom of the page.