You are viewing an old version of this page. View the current version.
Compare with Current
View Page History
Version 1
Next »
Description
How to delete a client- Hover your mouse over the client, click 'Edit'
- Click 'Delete [Customer Name]'
- Click 'Delete' to confirm*
*Please note: By deleting a customer you will permanently delete any forms, documents, transactions and client information associated with this client Instructions
Related articles
Filter by label
There are no items with the selected labels at this time.