Introduction
To view, change or update any of your client's detail, follow the steps given below.
Step 1:- Login to the platform using your credentials.
Step 2:- Click on Audit from the left-hand side quick menu.
Step 3:- From there, click on Manage Funds.
Step 4:- Click on the View (eye-shaped) icon next to the name of the client that you would like to view.
Step 5:- Now all the details like Basic Details, Contact Details, Fund Details, Trustees, Members, and Audit Files of that client will be displayed on a side screen appearing from the left side of your existing screen.
![](https://static.zohocdn.com/zoho-desk-editor/static/images/file.png)
Note:- You can change details only that are written in Black and not the ones that have been greyed out.
Step 6:- You can change the details from here, and then click on Update Client.
Note:- Update Client button will only be enabled if you have made any changes in the details.Step 7:- Once you have updated the details successfully, you will receive a confirmation at the bottom right corner as shown below.
Step 8:- If you don’t wish to change anything you can simply have a look at the details and close the screen.