Use Search to locate a client to update their contact information.
Select a Property.
If you have access to more than one property, select a property from the drop-down menu. This step is unnecessary if you have access to only one property.
Search for a Client
Select Clients from the top navigation.
Select the Search/Edit tab.
Search by email, name or company and enter the content in the search field. Select Search.
The search results will appear below.
Select the + icon next to a name to reveal the client's email address.
Edit an Existing Client
Select edit next to a name to open an edit window.
Make your changes to the client's information and select Save.
You cannot edit a client's email address.