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Editing a Client's Address

  • Updated
  1. Login to app.zoefin.com
  2. Select the client you would like to update an address for.
  3. Go to the client’s “Household” tab.
  4. On the far right, there will be an ‘Eye’ icon, click on the icon.
  5. Edit address information.
  6. Click “Save Changes” in the top right hand corner.