If you need to edit a client’s information for any reason (e.g., the email address or cellphone number was entered incorrectly), you can edit the client’s information by selecting the three dots next their details (shown below) and selecting Edit. Selecting this option will open a popup allowing you to edit the client’s information.
Note: You cannot edit a client’s information if the ID verification is pending. You must first Cancel the ID verification which deactivates the pending link. After you edit the client’s information, you will then need to send the verification request back out. Please also note that if you edit information for a client who has already been verified through Treefort, that client will no longer be marked as “verified” in Treefort and will have to complete the ID verification process once again.