Modifying An Existing Market

Click on the Markets Button on the View Client Screen.  Or, you can click on the Markets Accordion Bar on the View Contact Screen.  Then click on Details at the bottom of the list of Markets and use the Icon_Edit Icon to change the Market.

Changing An Existing Market

First, click on the Button_Markets Button on the View Contacts Screen. Then, click on the Market you wish to change.

Click to Expand or Collapse
List of Markets

From the list of Markets, click on the Icon_Edit Icon.

Click to Expand or Collapse
Edit Markets Screen

Changing the market is as easy as dropping down the list and choosing the new market and changing the follow-up date, if there is one.

See Also