Edit a Client Task on the Client Profile

To edit a Client Task on a client profile, use the following steps:

1.      Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want).

2.     Click Client Tasks.

3.     The Client Tasks table displays.  Under Actions, click Edit icon for the Task you want to change.

4.      When the Edit Task screen displays, make the required changes to the Task, then click Save.

5.      The new changes are applied to the Task.

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