ISSUE:

1. Client is missing the client number
2. Client(s) is(are) assigned to the wrong department

RESOLUTION:

Client Number

• Locate the client in the Clients List
• Select the Pencil icon to the right of the screen
  
  
  
• Change the client number to the correct number > Select Save Changes
  • You can edit any additional fields as well, including Client Name

Client Department

• Select one client or multiple clients
• Select the Change Department icon at the top of the screen
• Select the correct department from the Change Client Department dialog box
• Select Change Department