How to Edit a Client

How to Edit a Client

Please follow the below steps to Edit a Client
  1. Navigate to the 3PM Construction Web Portal and login
  2. On the left-hand main menu, select Contacts-> Client
  3. Select the client details you want to edit then click on the Edit button

  4. Otherwise, you can click on the radio box on the left of the client Number and then click on the Edit button. 

  5. Search for the area you want to edit and enter new details. You can add multiple areas to edit at once.
  6. Click on Apply to save



Note: Client details and Financial Information under Client cannot be edited from the portal if Xero Integration is enabled. These details must be updated from the Xero account.


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