Manage Clients

Use this function to edit details or delete a client.

Edit Client Details

1.

In the main window, click the gear icon and select Discovery > Client. The Client window displays.

2.

Select a client record to edit. The Client Details window displays.

3.

Modify any of the following information:

4.

When all selections/entries are made, click Save.

Delete Client

Deleting is a permanent action and cannot be undone. Deleting may affect other functionality in the application such as data in configured reports, fields in windows, etc. Therefore, be sure to understand the potential effects before making a deletion.

1.

Click the line that contains the item to delete.

2.

Click Delete. If a confirmation message is displayed, take the appropriate action (for example, click OK or Continue).

 

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