How to edit customer email in Sherlok?

How to edit customer email in Sherlok?

To update a client's email address in Sherlok, please follow these steps:

  1. Access the broker's portal in Sherlok.
  2. Locate and select the Clients Menu.
  3. Search for the specific client whose email address you want to edit via the search field.
  4. In the Customer window, Click on the pencil button next to the client's email address that requires modification, as indicated below.

By following these instructions, you will be able to easily edit the email address for the desired client within Sherlok.


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