Editing a Client
You can update, remove or add information to any client listed. To add a new client, click here.
In the main navigation bar, click on _Clients_ > _View Clients. _
![](https://storage.crisp.chat/users/helpdesk/website/7c82aa97763f1800/d46bbee5-9c55-4ac9-a1f5-78c405_ers5ow.png)
Under the _Actions_ column, click the _edit_ icon. The client info will then be displayed.
![](https://storage.crisp.chat/users/helpdesk/website/a8ddb9682730c800/467eaab3-9b1c-4b94-9d5a-117e0e_13ndi61.png)
(Optional) In the _Client Tag_ section while editing the client information, you can add keyword descriptions to help you identify this contact throughout the system. To create a tag simply type the tag word and press the Enter key on your keyboard. To remove a tag, click the _x_ on each tag you would like to remove.
![](https://storage.crisp.chat/users/helpdesk/website/c064a14a77d04000/7a8a1d8c-55b2-4b0c-9e7e-4f3d66_1pb2za0.png)
Click the _Update Client_ button when finished.
![](https://storage.crisp.chat/users/helpdesk/website/4bdd3295a942c400/ac5c9941-8c88-4159-9abc-bbde13_1m2rzs9.png)
To delete a client, click the _trash_ icon under the _Actions_ column.
![](https://storage.crisp.chat/users/helpdesk/website/2b3c3aa2b9e28800/46289ede-e133-48f5-b5ba-7ef5af_yqb99e.png)
In the main navigation bar, click on _Clients_ > _View Clients. _
![](https://storage.crisp.chat/users/helpdesk/website/7c82aa97763f1800/d46bbee5-9c55-4ac9-a1f5-78c405_ers5ow.png)
Under the _Actions_ column, click the _edit_ icon. The client info will then be displayed.
![](https://storage.crisp.chat/users/helpdesk/website/a8ddb9682730c800/467eaab3-9b1c-4b94-9d5a-117e0e_13ndi61.png)
(Optional) In the _Client Tag_ section while editing the client information, you can add keyword descriptions to help you identify this contact throughout the system. To create a tag simply type the tag word and press the Enter key on your keyboard. To remove a tag, click the _x_ on each tag you would like to remove.
![](https://storage.crisp.chat/users/helpdesk/website/c064a14a77d04000/7a8a1d8c-55b2-4b0c-9e7e-4f3d66_1pb2za0.png)
Click the _Update Client_ button when finished.
![](https://storage.crisp.chat/users/helpdesk/website/4bdd3295a942c400/ac5c9941-8c88-4159-9abc-bbde13_1m2rzs9.png)
To delete a client, click the _trash_ icon under the _Actions_ column.
![](https://storage.crisp.chat/users/helpdesk/website/2b3c3aa2b9e28800/46289ede-e133-48f5-b5ba-7ef5af_yqb99e.png)
Updated on: 10/30/2019
Thank you!