Advisor: How can I change the name of a client?

Update the name of a client as follows:

 

  1. Log in to Atfarm in your desktop browser.
    • Editing clients is only possible in the Atfarm web app, not in the Atfarm mobile app.
  2. Click the pen icon next to the client you want to edit in the client overview.
  3. Enter a new first and last name in the corresponding input fields.
  4. Click Save to save your edits.

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