Deleting a Client
Client Administration
Please Note: ClientTrack’s Delete Clients functionality uses the soft delete method, meaning that Clients can be restored if deleted by mistake. Any Transactional Data associated with the Client will also be deleted and found in the functionality’s Recycle Bin if the Client is restored. |
Navigation
The functionality to delete a Client can be found by going to the Home Workspace, Global Administration Menu Group, expanding the Client Administration Menu Group, and selecting the Clients Menu Option.
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Deleting a Client
- Use the filters to locate the necessary Client on the Clients search form.
- Select the Action button to the left of the Client name, followed by the Delete option to soft delete the Client.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/14466/3429689/1692845239376-client_administration_03.png)
- Select the Yes button to confirm your decision.
- Delete any additional Clients and navigate away from the form.