Important Information

Not all Individual User Defined fields are available to display/update in ClientConnect. Title and Middle Initial fields will display in ClientConnect but cannot be edited by the ClientConnect user.

To enable/disable a client’s ability to add new and edit their existing address and contact information in ClientConnect, follow the steps below.

1. Login to Penelope using a System Administrator account.

2. In the System Setup section click ClientConnect.

3. On the ClientConnect Setup page click the About Me tab.

4. Click Edit.

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5. In the About Me section, check/uncheck Enable Add another Address on About Me as required.

6. In the About Me section, check/uncheck Enable Edit an existing Address on About Me as required.

7. In the About Me section, check/uncheck Enable Add a new Contact on About Me as required.

8. In the About Me section, check/uncheck Enable Edit an existing Contact on About Me as required.

9. Click Save.