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Editing Clients on Mobile

Overview

Maintaining your client base and client-related data is crucial to your business operations. These steps relate to the mobile platform only.

Steps

Select the "More" tab at the bottom navigation and select "Clients".

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Select the Client you wish to edit from your list.

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Edit your Client's details as needed. The only required fields are Business Name for a Business type, and Primary Contact details for an Individual client type.

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Next

Assigning Jobs to Team Members

Related Articles

Creating a Client on Mobile

Editing Clients

Adding Jobs to Clients

Assigning Team Members to Clients.

We hope our Article assisted with your JCards account setup. If you have any questions please get in touch via support@jcards.com.au