Objective

Edit an existing client to ensure your organization’s customer base remains up-to-date.

Steps

1. From the navigation menu, click Clients

2. Navigate to the client that requires updating

   • NOTE: If you cannot locate the client that requires editing, this may be due to your permission levels within Coconut. Please review Manage Clients for more details.

3. Click Profile

4. Make the required changes

5. Click Save