2018 DMS Connect Agent Portal Getting Started.doc

To Edit a Client Record

To Edit a Client, click on their name from the address book list. Their record will open up. Click the ‘MODIFY’ button at the bottom of the page. Here you can update addresses, phone numbers, email addresses, etc.

To save your data, click ‘MODIFY’ once more and the new information will be saved to your list. You will receive an ‘Update Successful’ message. Click ‘BACK’ to return to the address book.

5