1) Hover over the client's name and click Edit or click on the clients name and click Details.
2) At the bottom of the Edit Client window ensure the correct owner's name is selected from the drop down
Description
You can see who the owner of each client is in the client details:
1) Hover over the client's name and click Edit or click on the clients name and click Details.
2) At the bottom of the Edit Client window ensure the correct owner's name is selected from the drop down
1) Hover over the client's name and click Edit or click on the clients name and click Details.
2) At the bottom of the Edit Client window ensure the correct owner's name is selected from the drop down
...