Editing Client Information in TOPS [ONE]

TOPS [ONE] Version 7.0.0.2

 

Description 

In this article, we will show you how you can edit different sections of client information using TOPS [ONE]. This is especially helpful if you need to update your information due to a recent change. 

 

Step By Step 

1. Log into TOPS [ONE] and click on Admin through the Navigation Panel

Admin.gif

 

2. Using the Actions button on the top right, and click Edit Client

Edit_Client.gif

3. Under this page you will be able to change any client information. Here we will show you the different sections that are able to be edited

  • Under NAME, you will be able to change the Client Alias, Client Name, as well as the Display Name. Name.gif

 

  • Under INFO, you will be able to change the Federal Tax Number as well as the Time Zone that applies to you. INFO.gif

 

  • Under PHONE, you can change your Main Phone number and your Fax Phone number. You can also set the number you want as Primary. Under Email & Websites, you will be able to change/update your Primary Email Address, as well as your Website.PHONE.gif

 

  • Under ADDRESS, you will be able to change or update your Billing Address, Mailing Address, as well as your Return Address. Address.gif

 

4. Once you finish editing any information you would like, just make sure to simply click the Save button on the top right of the page

Save.gif

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