Finding and Editing Clients
As an administrator with the proper permissions, you can search for clients whose information you want to view or update.
You can search for a client that you want to view, edit, or deactivate. The Search field on the Clients page allows you to find a client in the system by entering a client name, code, or contract number. You also have the option to search only for active clients or inactive clients or clients whose creation is in progress. After you find the client, you can open the client details page. In the client details page, you can edit the client data.