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How to Edit a Client
Step 1: Click on Clients in Menu
Step 2: Click on All Clients. Go to the client for which updates need to be done.
Step 3: Search for the client for which updates need to be done. To find how to search, please refer to How to search client
Step 4: Click on gear icon on right side of the Client
Step 5: Update the information as per the requirements. Click Save to save the updating Client or click to Save & Add Contact to save the client and add a contact for it
- If Active? Is checked then the client will able to login to the service desk and get access. If Active? Is unchecked then the information of client will still be in service desk, however the client will not be able to login and access service desk information.
- If the client is associated with a project, task, ticket or any other activity, then that client cannot be deleted. Therefore, prior deleting the client, delete all the reference records of that client including tasks, ticket and all other activities.