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Updating client information

Changing a client's surname, initials or ID number.

Amanda de Bruyn avatar
Written by Amanda de Bruyn
Updated over a week ago

When the item is blue with a dotted line underlining the information, that means it's editable. You can simply click on it to edit the item:

When editing the client, ensure the client ID number does not already exist, else you might get the following error:

"A client with the ID number xxx already exists".

If you get this error, then the following article is for you:
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