You can use the "Sales Detail" tab to set a credit limit, set up an anniversary date, assign a sales person to the client, and indicate the default price grid for this client. To do so:

1. Select a client.

2. Navigate to the "Sales Detail" tab.

3. You will see four different boxes, each displaying a different value.

4. To edit any of these values, just click the "action menu" in the corner of any of these boxes. The exact same pop up will display, regardless of which is selected. You can edit any of these values from the same pop up box.

5. Enter the desired changes into the box, and click save.