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Edit details of an existing Client
•Tutorial displays example screenshots from a small screen device
•Tutorial is based on expectation that user logged in has rights to view and edit a client record.
•Although these tutorials are based on sample data in the sample AyaNova database, you can certainly follow similar steps when using your own data.
In this tutorial example we will walk through editing details of an existing client via RI:
1. Enter your URL for your RI that connects to your AyaNova database
2. Log into your AyaNova database via your RI
3. Go to the client that you want to view and/or edit details of using either Recent... or Search . In this example, we will use Search.
4. Now view and/or edit as needed.
5. Don't forget to save!