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The Quik! Vault lets you store and manage client records securely. You can update contact details or remove records as needed. This article explains how to edit or delete a client record from your Vault.

Who this is for: All Quik! App users with access to the Vault.

💡 Tip: Want to add a new client instead? See How to Add a Client Record in the Quik! Vault.

Prerequisites

• You must be logged in to the Quik! App.

• You must have access to the Quik! Vault.

How to Edit a Client Record

1. Go to the Quik! Vault
   From the home screen, click Quik! Vault to view your contact records.

2. Find the client record
   Use the search bar or scroll to locate the client you want to edit.

3. Open the client record
   Click the client’s name to open their details.

4. Click the Edit button
   Select EDIT in the top-right corner.

5. Make changes and save
   Update the necessary fields, then click Save.

How to Delete a Client Record

1. Go to the Quik! Vault
   From the home screen, click Quik! Vault to view your contact records.

2. Find the client record
   Use the search bar or scroll to locate the client you want to delete.

3. Open the client record
   Click the client’s name to open their details.

4. Click the delete icon
   Click the trash can icon next to the client’s name.

5. Confirm deletion
   A confirmation popup will appear. Click DELETE to confirm, or CANCEL to keep the record.

Important: Deleted records cannot be recovered. Double-check before confirming.

📝 Helpful Tips & Extras

• Client records remain stored as long as your account is active.

• If your account is canceled, data is deleted 30 days after the expiration date.

• To remove all client records, contact support@quikforms.com.