How to Manage Your Clients

You can find and manage (edit, delete, etc.) your clients in the My clients menu that is available on the Dashboard.

1. Click on the My clients menu on the Dashboard and the list of your clients will open.

2. By selecting an item from the list (pulling the item up or down or right click) you will see the available options. (eg. Delete, Edit item icon)

My clients

3. Click on the Edit item icon and a new window will be appeared. Here you can modify data of selected client grouped by tabs (personal informations, payment informations, CRM and address).

Client data

4. Click on the Save button. Your client list will be updated.


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