Skip to main content

Moving a Client to Inactive or Deleting Them

Beatty W avatar
Written by Beatty W
Updated over 3 weeks ago

Moving a Client to Inactive

To move a client to inactive, follow these steps:

  1. Choose the client you want to action from the Clients page

  2. Check if there are any open projects you want to action first

  3. Click the Edit Client button

  4. Uncheck the Active box

  5. Click Save Changes

Deleting a Client

Heads up! Deleting a client will remove all records, including the client's completed projects. If you want to retain these records, consider moving the client to inactive instead of deleting them.

To delete a client, follow these steps:

  1. Choose the client you want to action from the Clients page

  2. Check if there are any open projects you want to action first

  3. Click the 3 vertical dots next to the Edit Client button

  4. Click Delete

  5. A pop-up window will appear, click Okay

Did this answer your question?