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How to Edit a Client Profile

ALICIA FLORES REALMT
  • Updated

th.jpgHow to Edit a Client Profile on your Mobile Device    

  1. Select Contacts  from the menu bar.
  2. Select the layer menu  and choose the contact type – active, inactive, or disabled – by activating the appropriate bullet. Select the X (or swipe down) to close the layer. 
  3. Select the client whose information you would like to update.
  4. Select the menu icon .
  5. Select Edit from the drop-down menu.
  6. An edit client window will appear, update the details. Note: First Name, Last Name and Email fields are mandatory. All other fields are optional. 
  7. Select Save.

 

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th.jpg  How to Edit a Client Profile on your PC

You can edit contact information for a client in REALM on a computer with the following steps:

  1. Select Contacts from the menu bar.
  2. Select the layer icon and choose the contact status type - active, inactive, or disabled - by activating the appropriate bullet. Click away from the drop-down menu
  3. Select the client whose information you would like to update.
  4. Select the menu icon
  5. Select Edit from the drop-down menu. 

6. An edit client window will appear, update the details. Note:  First Name, Last Name and Email fields are mandatory. All other fields are optional.

7. Select Save.

Note: The First Name, Last Name and Email fields are mandatory, and all other fields are optional.

 

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