Edit Personal Information
- Jeff Morgan |
- 7 steps |
- 27 seconds
1
Select the desired user from your "Clients" list.
2
Scroll down to "Immediate Family" in the left-hand column of the Elements website and click "Edit."
3
Click on their name to open the member that requires edits.
4
Here, you can edit their relationship value, name, date of birth, email, phone number, and occupation.
5
Add or change their birthday by typing it manually on your keyboard. Alternatively, you can use the provided calendar.
6
Update the phone number here.
7
Once edits are complete, remember to click the "Save" button.
