Deleting a client.
If you have clients who haven't been in for a long time and you would like to delete them from you data base, you can do so by following these steps.
Use the Client Search to look them up, click their name in the Search Results. Once in their client card, click Edit in the Details section.
On the right side panel click Delete, then OK.
Undeleting a client.
If you have deleted a client as per the steps above, and later decided that you would like to reinstate their client card, you can undelete them.
Go to Reporting > Report List > Activity Report
Change the dates to the day you deleted them. You can also use the filters to narrow the activity logs i.e. Category = Client, Type = Delete
Locate the activity and click Un-Delete next to the client deletion activity.
The client card with all of their details and history will be reinstated.
If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.