Updating a client’s Goals & interests

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by Bruce Milne
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From your 'My Hub' page (please see below)

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

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and select 'Contacts' from the options

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 You can then select the client's profile 

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and by hitting the 3 horizontal grey dots next to the client profile picture you can 'Edit Clients Details' 

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Where you can update both client Goals and Interests.

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