| Editing clients' details |
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In order to edit or update a client's details you must be either be selected as the client's Lead Organisation or ticked as one of the "Other Organisations" in the More Client Details screen.
1. Login to FORT and click on CRMS from the main menu
2. Using the Client Search facility, find the client's details
3. Click on the 'Go to client home' icon in the action menu
4. Update the fields you would like to edit and click the blue "Save" button
Please note--if you are not part of the client's lead organisation and wish to change some of the client's core details (e.g. name or address) the changes must be approved by the Lead Organisation (if applicable) |


