To edit an existing client, navigate to the Clients Zone. Click on the client to view, and click Edit on the right-hand side.

Edit_mode


You can edit the basic details:


new_client_details

       

Tip!

 

In a hurry? The minimum information you need to enter to create a client in Metis is 1, 2, 3 and 4 shown above. The rest you can add later on.


Didn't find what you need in this article? You can submit a support ticket or send an email to [email protected].