# 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. Users can ensure client information remains accurate and relevant with just a few clicks.

## Editing Client Information

<mark style="background-color:yellow;">Step 1:</mark> From the **Clients** module home page, click **View** under the "Actions" menu for the impacted client.

<figure><img src="/files/T2rgI8qVzv05AZApI5tL" alt=""><figcaption></figcaption></figure>

<mark style="background-color:yellow;">Step 2:</mark> Click **Edit Client Information**.

<div align="left"><figure><img src="/files/ZONHzYs9huLakvcHYIVy" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 4:</mark> The "Edit Client Information" modal appears and can be modified as desired. Click **Submit** when finished.&#x20;

<div align="left"><figure><img src="/files/jXHAP5vo3526NzVV2nFl" alt="" width="563"><figcaption></figcaption></figure></div>

## Deleting a Client

<mark style="background-color:yellow;">Step 1:</mark> From the **Clients** module home page, click the three dots under the "Actions" column corresponding to the client and click **Delete Client**.&#x20;

<div align="left"><figure><img src="/files/nkWdjt0STC7GXwhagpfn" alt="" width="467"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> A modal will appear, confirming the action. Type in the client name and click **Delete**.&#x20;

<div align="left"><figure><img src="/files/EsTNDYMlwvT2qpXW5R5f" alt="" width="358"><figcaption></figcaption></figure></div>


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