Deleting Clients

Use the Delete Client option from the top toolbar to delete any existing client profiles from the database.

1. Click the Delete Client option from the top toolbar.
2. A dialogue box asking for confirmation is displayed. Click Yes to confirm.

To Delete Multiple Clients:

1. Click Delete Multiple Clients option listed under Administration. The Delete Multiple Clients Screen will open in a new tab.
2. Select Clients and click Delete Selected Clients option from the top toolbar. The Delete Selected Clients Information and Forms dialogue box is displayed, asking for a confirmation.
3. Click Yes to confirm and finish the action.

Note: To Undo delete, go to Options & Security>Restore Clients>Select client (s)>
Undelete this client.