Client Profile - Product & Services

[rush_dar]

I have version 8.4.1 and would like to update the list of Products & Services that is in the Client Summary page. How would I go about and do that? I have a new build and just have the default values.

Thank you

[leemahoney3]

Hey rush_dar,

What exactly are you trying to update? the names, the values, or are you looking to add to the list?

Edited August 24, 2022 by leemahoney3