When expanding and maintaining your organisation's Client File over a longer period of time, you will inevitably run into cases where changes in your customer's details will occur. In this article we will explain how to process these changes so your Client File can be updated at all times!

In order to make changes to a clients details, first go to "Party details" under the corresponding client. Here you will find all the customer's personal details subdivided into different categories. By clicking the downward-arrow next to a header, the details under that header will unfold. You can click the pencil-symbol to make changes to these details.