Additional functionality - Editing existing clients


Overview: Learn how to manage and edit an existing client on Page.

Editing a Client

  • Click the pencil icon that says "Edit client."
  • From here, you can edit the client's first name, last name, and client ID.
  • You cannot modify the client type. If a client was created as agency, it will remain agency, and the same applies to court.

Archiving a Client

  • You can also archive the client from this screen.
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