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Quik! Vault - Deleting & Editing Client Records (BETA)

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Kim C.
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The Quik! Vault allows users to store and manage their client records securely. Sometimes, you may need to update or remove a client record from your Vault. Here's how you can edit or delete a client record:

 

Editing a Client Record

From the Quik! App home screen, click on your Quik! Vault to access your contact records.

 

Step 1: Find the Client Record to Edit - Use the search bar or scroll through your Vault to find the client record you want to edit.

Step 2: Click on the Client Record - Click on the client name to open the record.

Step 3: Edit the Client's Information - Once you've opened the client record, click the EDIT button to change the client's information. 

Step 4: Edit the Client's Information - Make the necessary changes, and then click the Save button to save the updated information.

 

Deleting a Client Record

From the Quik! App home screen, click on your Quik! Vault to access your contact records.

 

Step 1: Find the Client Record to Delete - Use the search bar or scroll through your Vault to find the client record you want to delete.

Step 2: Click on the Client Record - Click on the client name to open the record.

Step 3: Delete the Client Record - Once you've opened the client record, click on the garbage icon next to the client name. A confirmation pop-up will appear, asking you to confirm that you want to delete the record. Click DELETE to remove the record or CANCEL to keep the record.

 

Important Note: Once you delete a client record, it cannot be recovered. Make sure you really want to delete the record before clicking DELETE.

 

That's it! With these simple steps, you can edit or delete client records in the Quik! Vault. If you have any additional questions or need further assistance, please don't hesitate to contact our customer support team.

Important Notes:

  • Quik! App will keep client data as long as a user's account is active.

  • If the Quik! App account is canceled, user data will be purged 30 days after the expiration date.
  • Contact support@quikforms.com to remove all Client Vault records.