How can I edit a client category?

Edit the client category:

• Select “Clients” from the upper navigation menu 
• Search for and select the relevant client
• Select the “Edit Client” button 
• Modify the category as needed
• Click “Update” 

Note: A new category can be added to the drop down from setup. To do so, click on Profile Icon > Click on Admin Setup > Client Module > Client Category > Add > Add new client category > Save. This new category will now be shown in the dropdown.