How to Delete a Client

How to Delete a Client

Description


How to delete a client

1. Hover your mouse over the client, click "Edit"


2. Click "Delete [Customer Name]" under the "Actions" drop-down list.

3. Click "Delete" to confirm.

By deleting a customer you will permanently delete any forms, documents, transactions and client information associated with this client

Looking for labels? They can now be found in the details panel on the floating action bar.

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