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Edit client information from Connected Desktop

Overview

Every now and then, you will come across a client who has changed their name. In SmartVault, you have the ability to update or change the name of a client at any given time throughout the Dashboard. Follow the steps below so that you are able to change the name of the client correctly. If you encounter an issue, scroll towards the bottom of the page and continue reading Considerations. 

Steps

  1. Identify the client that you would like to update information for.
  2.  

Considerations

This is what was achieved and what was omitted in this how-to.

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Last modified
15:30, 3 Oct 2017

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