Managing Client Details
You can update client details at any time in Plannr.
Firstly navigate to the desired client page. From here you’ll see an Actions button in the top right. Selecting this brings up a dropdown menu with the option to Update Basic Details.
Choosing this will bring up the client’s details in a format like the one present when creating a client. You can then edit the details as you wish, save when ready and the client’s details will be updated.
Firstly navigate to the desired client page. From here you’ll see an Actions button in the top right. Selecting this brings up a dropdown menu with the option to Update Basic Details.
Choosing this will bring up the client’s details in a format like the one present when creating a client. You can then edit the details as you wish, save when ready and the client’s details will be updated.
Updated on: 31/07/2024
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