Edit Household and Client details [How-Tos]

Edit your clients' details

You can edit your Clients'

• Title
• First Name
• Middle Name
• Last Name
• Email address
• Date of Birth
• Mobile
• CFO/non-CFO status

To do so

• Access the Household via the Workbench
• Scroll down to the Household details
• Click the Edit button against one of the clients, this will pop up the client details widget

• Change the details as required
• Click Update Details

Edit your Client's Email

Financial professionals can now update a Client's email address on the platform.

Below are the steps for how to change the email addresses.

To edit: 

1. Enter the Household from the workbench
2. In the Household details, click the Edit button against one of the clients, this will pop up the edit details widget.
3. Update the email address. 
4. Click Update details.
5. The new email address will be saved and the old email address removed. 

Edit the Household name

You can edit the Household name for your clients. You can change it to whatever is preferred.

By default they are created as {CFO First Name + Last Name} + {non CFO First Name + Last Name} e.g. Janet Smith & John Citizen. 

To edit:

1. Enter the Household from the workbench
2. In the Household, click the pencil'' button next to the Household name
   
   
   
   
3. This will open the edit widget. You can enter the desired Household name, clicking the Update details button to save.
    
4. The details will be saved, a confirmation message will be displayed. Refresh your page, and the updated details will show immediately.

For further information please read our guide: 

How to Remove/Deactivate or Merge a client household from your Dashboard or Update their email address