How to update your client's mobile in Effi

Step One:

Select the client you are looking at updating and head over to their client profile

Step Two:

Click on the pencil icon assigned to the client you are looking at updating

Step Three:

Update the  clients mobile and/or email and don't forget to select the update button once completed.

Step Four:

A success message will appear once the mobile and/or email has successfully been updated. The client can then use the updated mobile to log into their client portal.