How to edit a client : Capium Support

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Modified on: Mon, 5 Oct, 2020 at 4:49 PM

Location: Practice Management module > Workspace > Clients > Click on a Client > Edit
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Help/Guide:

You can edit Client contact information, client details, business information, and social information.
You can also add custom fields to specific clients on the same page.

You can edit the client details by selecting the edit icon as shown below.

Editing Clients

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