If the wrong product was mistakenly added to a client record in Swivel, you can update it to the correct product. Before making the change, confirm that no values are currently stored for the product. Any existing value entries must be removed before updating.
Remove Existing Value Entries
Navigate to the client’s record
Find the product you want to update
Click Update Values
If any value logs are listed, click the trash can icon to delete each log
All values must be deleted before proceeding.
Update the Product
Once no values remain:
Open the product you want to update
Click the three-dot action menu > Edit
Select the correct product from the dropdown or add a new product if it does not already exist in Swivel
Click Save
The client record will now reflect the correct product.