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  • Editing Account Specific Instructions

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Editing Account Specific Instructions

Editing Account Specific Instructions 
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Once the View Profile tab has been clicked, a page similar to the one below will appear.

To edit the Account Specific Instructions, click on the Edit tab within the Custom Data section of the Client Profile section.

Once clicked, a page similar to the one below will appear. Within the red box is where the client can edit the Account Specific Instructions. Once the desired information is entered, click on the Save Changes section.

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