Editing a Client

You can edit properties of a single client, or you can edit properties of multiple clients at once.

While editing, you can also link a client to another client.

To edit properties of a single client, open your client list. Browse the list and click the name of the client to edit.

Or from any Pure Workflow screen, you can use the search field at the top to locate a client, then click the client name.

You can handle most edits directly on the client details page that opens. Or you can click the Edit client icon at the top right.

This opens the Edit Client window, which contains the same steps and fields that you would see when adding a new client. Step 1 is Client Details, and Step 2 is Custom Fields.

If you make changes, be sure to click Save client at the bottom of the Custom fields page.