To update client details in Workmate, follow these straightforward steps:
1. Access Clients:
- Open the Workmate app and navigate to the home page.
- Click on the “Clients” option available on the home page.
2. Select Client:
- Locate the client whose information you want to update.
- Click on the specific client to access their details.
3. Initiate Editing:
- Once you are on the client details page, identify the edit icon situated in the top corner of the screen.
4. Edit Client Information:
- Click on the edit icon to enter the editing mode, allowing you to modify the client’s information.
5. Update Details:
- In the editing mode, you can update various client details, such as contact information, address, or any other relevant data.
6. Save Changes:
- After making the necessary updates, ensure to save the changes to apply the edited information.
By following these steps, you can easily access and update client information in Workmate. This functionality facilitates keeping client records accurate and up-to-date, contributing to efficient client management for field users.