Managing Clients

Once clients have been added, PlexTrac offers a range of features that facilitate editing and managing information, including contact details, custom fields, logos, and additional notes and details. With just a few clicks, users can ensure client information remains accurate and relevant.

Editing Client Information

Step 1: From the Clients module home page, click View under the "Actions" menu for the impacted client to reach the Details tab.

Step 2: Click the Details tab.

Step 3: Click Edit Client Information.

Step 4: The "Edit Client Information" modal appears and can be modified as desired. Click Submit when finished.

Deleting a Client

Step 1: From the Clients module home page, click the three dots under the "Actions" column corresponding to the client and click Delete Client.

A modal will appear, confirming the action. Click Delete.