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How To Edit Client Information – Solutient C2 – Help Guide
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How To Edit Client Information

Sign into your account. This will take you here:

At the top of the page, select Clients. This will take you here:

Select the client that you wish to edit. This will take you here:

Within the Client: [Name] box, select the orange button titled Edit. This will take you here:

You can then, change the client information. When finished, select the green button titled ‘Save Updates’.

These are samples.

Updated on November 8, 2023

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