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.
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.
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.
