Client info
I can add clients and all the info but how can I view and update the contact info? I can only see the name/# when I search and nothing is even visible.
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Official comment
Hey Amanda,
Are you using Command Center or Business Center when trying to view/update your client information? Based on the Center you are currently in, there are different ways to go about it.
Command CenterWhen viewing a conversation thread, you can click on the tab on the right with the outline of a person
This will bring up a menu on the right with that client's basic contact information. Clicking on the pencil icon will allow you to change information such as phone or email.
Business Center
When viewing the client list, select the client that you would like to edit
Clicking on the pencil icon under their Contact Information will allow you to make any updates to their contact information
I hope this helps!
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