Delete a Client

How to Delete a client.  A duplicate client can also be merged.

• Using the search bar on the top of the page, search for the client to delete.

• Click on the dropdown arrow at the end of the client’s row.

• Select Delete Client.

• A pop up window will appear.
• Select Delete. 

• The client will be permenently deleted.
• NOTE: Only users with the “User is Allowed to Delete Clients” permission will be able to delete clients.