Step 1- Login to the Portal at (use your assigned username and password)


Step 2 - Go to the My Clients Tab (upper right corner of the home page)


Step 3 - Search for your Client in the green search box



Step 4 - Select your Client off of the list that appears  -  This step causes your Client Record to Open



Step 5 - Click on the field in which you wish to edit.  For example, click on the company name to open that editable field.  You may do this with the phone number and physical address as well.

See also:
How Do I Add a New Contact to a Client Card?