Editing a Client

You can update your clients' information at any time from the "Clients" page. Click on the client's name or contact person (A), or use the action menu for the specific client you wish to edit (1 and 2).

Disabling a Client

If you want to hide a client from the various selection menus throughout the application without losing their historical data, you can disable them.

Click on the client's action menu and select "Disable."

Deleting a Client

To remove a client completely, select "Delete" from their action menu and confirm your choice in the following prompt.