How do I edit client dashboard details?

There are many functions accessed from the Client’s Dashboard.

As well, many functions are controlled by the Details button in the Personal Details section of the Client’s Dashboard.  See the arrow below:

Click on Details.  Which sections must be filled out would be dependent upon the Client’s funding, etc.  To access, click on the function required and a new screen will open.  NOTE: Your drop down menu may not look exactly like this.  What's listed on yours is relevant to your job role and position permissions.