How To Add, Edit, or Delete clients in Surety® Pro
Add
1. First we will add a client by left clicking on the "select" link to the right of the "Client:" blank.
2. For this demonstration we have no existing clients so we need to left click the "Edit" link
3. Left click on the "plus" (+) button.
 Click the (+) button. |
4. Fill in the client's information and click "Submit"
Edit
In order to edit a client
1.Click the select link next to the "Client" blank.
2.Click the edit button.
3.Left click the client in the list that you want to modify so that it is highlighted.
4.Click on the pencil button.
5.Modify the fields that you wish to change and click the Submit button.
Delete
To Delete a client
1. Highlight the client in the edit list.
2. click on the trash can button.
3.Click Delete