Navigation: Client Administration > Search for Existing Client > Edit Client

This guide explains how to open an existing client's profile to update or modify their information.

Overview

The "Edit Client" function provides access to a client's complete profile, which is organized into various tabs. Each tab contains a specific category of information that can be viewed or updated as needed.

Step-by-Step Guide

1. Find the Client: Navigate to Client Administration > Search for Existing Client and use the search options to find the client whose profile you need to edit.

2. Select the Client: From the search results, click on the client's name to highlight them.

3. Open the Profile: Click the Edit Client button. This will open the client's detailed profile, starting on the "General" tab.

   • Shortcut: You can also simply double-click on the client's name in the search results list to open their profile directly.

Editable Information Tabs

Once the profile is open, you can navigate between the different tabs to make changes. The available tabs include:

• General: Core personal and identification details.
• Employment: Current and past employer information.
• Financial: Salary, affordability settings, and financial status.
• Banking: Bank account and eWallet details.
• Payback: Repayment methods and payment schedule rules.
• Address: Physical, postal, and contact information.
• Other Details: Supplementary information such as SASSA status and risk indicators.
• References: Personal or professional references for the client.
• Budget / Affordability: Detailed income and expense assessments.
• Credit Bureau: History of credit bureau enquiries: Compuscan, XDS, VeriCred and CreditInfo.
• Notes: A log of all diary notes and communications.
• Credit Control: Client-specific credit limits and product restrictions.
• Documents: Uploaded supporting documents.
• MaxUp: Value Add products for i.e., Funeral Insurance

Remember to use the Save button within each tab after making changes to ensure your updates are stored correctly.