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Removing a Client

What to do if you have duplicate clients

A
Written by Annelli Bradbury
Updated over 3 weeks ago

If you have put a client onto the system more than once by mistake then as long as they have a unique customer number they can be removed from the system.

Unique Client Number

This is found by clicking on the client and see what the numbers are after /client/

The numbers MUST be different for each client and not duplicate

Next Steps

Select the client that you wish to delete and click on the "bin" symbol under Action

The next pop up screen will want to confirm that this is the client you wish to delete

Only when you have typed the client name in, will the Confirm Delete allow you to press it

Press the "Confirm Delete" and it will be removed from the system.

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