Skip to main content

How to Add a Company and a Job Title on Client Card

  • Updated

To add a company and job title for a Person Client, head over to the Client Card, Details-view.

2.png

You can perform the following actions:

  1. Adding a Company
  2. Adding a Job Title

 

1. Adding a Company

Click on the field and enter the company name you want.

3.png

Click anywhere in the empty space, and the changes will be saved automatically.

5.png

 

2. Adding a Job Title

Click on the field and enter the job title you want.

6.png

Click anywhere in the empty space, and the changes will be saved automatically.

8.png

 

Notes:

1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Administrator'-rights set up to be able to make changes.

2. You can remove the Company or Job Title by simply clicking on the field and hitting the backspace key.