Manage Client Details
Page last updated: 12th October 2022
Use the guide below to find out how to access the Client Details Screen and edit your details.
Please refer to the relevant guides to view the personnel summary screen OR add, edit, or remove personnel:
Contents
View Client Details
Step | Description |
1 | Click the Client Details tab to begin. Note: You must be signed into FishServe and have Client Manager authorisation to do this. ![]() |
2 | The Client Details screen will display. Here you'll find:
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Edit Client Details
Step | Description |
1 | Click the Client Details tab to begin. Note: You must be signed into FishServe and have Client Manager authorisation to do this. ![]() |
2 | The Client Details screen will display. Click Edit details under the section you want to edit. ![]() |
3 | Under Company Details, you can edit the Trading As name if you have one. A Trading As name must not include the term "Limited" or "Ltd.". Note: The name of this section will depend on the type of client you are. ![]() |
4 | Under Contact Information you can edit the following information:
![]() The Address fields include a search function that suggests results as you type. You can click one of the suggested results to automatically populate the address form. ![]() |
5 | Click Save changes to apply your changes.![]() |
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Additional Resources
Please contact the helpline on 04 460 9555 or use our online contact form if you have any issues or questions.