Client Management

Permanently Delete a Client from the Portal

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.