Updating/Editing Consumer Details

Updating/Editing Consumer Details

How do I modify the Information on My Clients?

Everyone, All Users
To modify the information that appears on the consumer profile page, select the edit button. After making the necessary changes, select update. 
Info
Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.
Editing Consumer Details
Consumer details can be updated via the Edit window within the consumer profile. 
  1. Open the consumers profile.
  2. Click Edit record in the top right of the Consumer Details tab to edit the profile.
  3. A new window will appear with numerous tabs consisting of various fields that can be updated.
  4. Click through the tabs and update information as needed.
  5. Click update in the top right corner to save your updates and close out of the window.

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