Permanently Delete a Client from the Portal

Wendy Claypool -

When you delete a client record, it permanently deletes that client from your account and it can not be restored.

To permanently delete a client from the Portal -

  • Go to the Client tab
  • Select a client
  • Scroll down to the bottom of the page and click Settings
  • Click the edit button to the right of Status
  • Flag the box that reads "delete this client permanently".
  • Click Save Changes.

 

 

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