Sky Software
Help and User guide

Client Editing

A client screen is shown below. We are now going to illustrate how to edit a client record.
The second icon to the left (under the words Client Details)  will allow you to edit the record header. All the items that you are able to change will change to the colour yellow as shown on the screen below.  It is then just a question of going to the fields that you want to change and making the necessary changes. 
     Make the necessary changes and then click on the Green tick to save. If you wish to abort the changes click on the Red X. Every screen in the whole system will work like this
25 April 2021