I have been trading for about 6 years, so a lot of my clients have been with me for quite a while. When I add clients to the system though the 'Client for' information is taken from the 'signup date'.
I would like to edit these details, as I will be adding the clients in a single day and the 'client for' details won't accurately reflect how long they've been my clients.
Is there a way to amend these details and add the real date they became clients?
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familychoice
I have been trading for about 6 years, so a lot of my clients have been with me for quite a while. When I add clients to the system though the 'Client for' information is taken from the 'signup date'.
I would like to edit these details, as I will be adding the clients in a single day and the 'client for' details won't accurately reflect how long they've been my clients.
Is there a way to amend these details and add the real date they became clients?
Thanks.
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