How to Delete a Client

Search for the Client

Search for the Client

1: Click the Search button – the Search window will open.

Perform the Search

Perform the Search

1: Key in some Search Criteria followed by Enter – or leave blank for all.

2: Double click a Client to select – the Client window will open.

Make the Delete button live

Make the Delete button live

1: For safety and security reasons the Delete Client button is disabled.

2: To enable the Delete Client button, click the Allow Deletion check box.

Perform the Deletion

Perform the Deletion

1: Click the Delete Client button – the window will close and the Client will be Deteted.

Note: If Deleted in error – the Client can be Undeleted. Click here for instructions.