4. Update

Abstract

Describes the steps to update a client.

To update a client you must select the client you are interested in from a list of possible targets. Selection of a client is made easier through menu sorting and pagination of client data.

We will first sort the client by name for this example and then locate the client we are interested in by their name (???):

  1. Click on the Client tab.
  2. Select the view/update link.
  3. Click on the Last Name link to sort all clients by last name.
  4. Click on the edit link to open the client for viewing/ editing.
  5. Make the appropriate changes, optionally expand and edit the contact information and then click the update link to save the changes.

Figure 2.3. Update Client

Update Client
Update Client
Update Client
Update Client