Edit Client

1. Open Clients Screen:
   To edit a client, follow these steps to access the Clients screen:
   • Click on the Record Navigation Card featuring clients on your dashboard.
   • Alternatively, you can navigate through the drawer menu by selecting Communication and then Clients.
2. Click on Settings Icon:
   • Find the client you would like to edit.
   • Click on the settings icon located on the right side of the client, or hold down the client to reveal more options.
3. Click on Edit:
   • In the card that opens from the bottom, click on the tile labeled Edit.
4. Update Client Details:
   • On the Edit Client screen, you can update the client's name, groups, and notes.
   • After making the necessary changes, click the "Update Client" button.

The client's details will be updated in the system immediately.