Edit a Reference

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

This guide explains how to modify the details of a client's reference that has already been entered into the system.

User Permissions: To edit a reference, your user profile must be assigned the Client > Reference Details role by a System Administrator under Setup > Security.

Navigate to the References Screen: First, find the client using the main search function and open their profile. Click on the References tab to see the list of their current references.
Select the Reference: From the list, click on the reference you wish to modify to highlight it.
Open the Edit Screen: Click the Edit Reference button. This will open a new screen displaying that reference's detailed information.
Update the Details: Make the necessary changes in the fields provided. Refer to the Field Guide below for an explanation of each field.
Save Your Changes: Once you have finished editing, click the Save button to store your updates.

This table details the fields available on the "Edit Reference" screen.

Field Name	Description
Title	Select the reference's title (e.g., Mr., Ms.).
Initials	Enter the initials of the reference's names.
Surname	Enter the legal surname of the reference.
Full Names	Enter the full given names of the reference.
Gender	Select Male or Female from the dropdown list.
ID Number	Enter the ID number of the reference, if available.
Relationship	Describe the reference's relationship to the client (e.g., "Family," "Co-worker").
Occupation	Describe the reference's occupation or job title .

Field Name	Description
Home Telephone Number	Enter the reference's home landline number.
Cellphone Number	Enter the reference's mobile phone number.
Work Telephone Number	Enter the reference's work contact number .

Field Name	Description
Physical Address Line 1, 2, 3	Enter the full physical street address of the reference.
Physical Address Province	Select the province where the reference resides. The options depend on the country of your legal entity.
Physical Address Area	Select the specific area (suburb or town). This list must be pre-configured by a Group Setup Administrator (GSA).
Address Code	Enter the physical address code .

Field Name	Description
Postal Address Line 1, 2, 3	Enter the full postal address of the reference (e.g., PO Box number).
Postal Address Province	Select the province. The options depend on the country of your legal entity.
Postal Address Area	Select the postal area. This list is managed by a GSA.
Postal Code	Enter the postal code.

Field Name	Description
Comment	An optional field to add a short note or comment concerning this specific reference .

Save: Click this button to store the new information or any changes you have made.
Cancel: Click this button to discard all information entered and return to the previous screen without saving.