Summary
How to delete a client from Client Management.
Description
To remove a client from the list if you no longer work with them.
Resolution
CAUTION: Deleting a client removes it from your client folder and permanently deleting their related data.
TIP: If the client has any active subscriptions, or you have a connected subscription this must be cancelled before you can delete the client.
Select the client you want to delete.
- From the Client actions menu, select delete client.
- Select the checkbox to confirm the deletion.
NOTE: If this is the last client in the folder, Client Management will also delete the client folder and any contacts from that folder. Select Delete.