Table of Contents
Info #
You can edit information by clicking the edit icon on the client info section block.
General information #
You can now fill out the fields and click update at the top of the screen.
Protected information #
Protected fields are fields that are sensitive and are not allowed to be edited without a formal process. They have a shield icon next to them.
A compliance track can be used to edit the information. This insures that a formal process was used to edit these fields and the adjustments are verified by another user or a track rule.