There are two ways to edit an existing record – edit directly in the main screen or edit the details by clicking the Edit button.

Direct Edit

By clicking on a field in the client grid you can put the grid into edit mode and directly edit a value. You can only edit the fields that are visible so if you need to edit details that aren't shown click the Edit button instead. After you make an edit to a field in the grid either click somewhere else or hit the TAB key to move to another field.

Detail Edit

To see the full details of a client record and to edit any of the information, click the Edit button. The Client Information screen will appear.

Make any edits to the data and then click the Save button to save your changes, or the Cancel button to discard any changes.