1. From your CROSStrax page, select “Client List”, underneath the “Client” tab underneath the menu on the lefthand side.
2. Once on the “Client List” page, select which Client you would like to edit the information for.
3. From the “Update Client Information” page, you can add, delete, or change any information for your client in the respective fields.
4. Once you are finished updating the page, click “Submit” and your changes will be saved.