View and edit a client’s Credits

Avatar
by Bruce Milne
Follow

From your 'My Hub' page (please see below)

Screen_Shot_2019-10-17_at_12.45.39.png

If you hit the 'Menu' icon in the top right...

Screen_Shot_2019-10-17_at_12.04.20.png

and select 'Contacts' from the options 

Screen_Shot_2019-10-17_at_12.49.41.png

Screen_Shot_2019-10-17_at_12.49.53.png

 

You can select the client profile 

 Screen_Shot_2019-10-17_at_12.54.34.png

 

From the list below the client profile picture, you can click 'Financials' followed by 'Credits'

 Screen_Shot_2019-10-17_at_12.58.31.png 

It will allow you to edit any credits they may already have.

Screen_Shot_2019-10-17_at_12.59.15.png

Comments

0 comments
Article is closed for comments.
Powered by Zendesk