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Permanently delete a client

Permanently delete a client to remove them from your workspace forever. This action cannot be undone.

Updated over 3 weeks ago

Deleting a client is not reversible. You must archive a client first. Once you have archived a client, you will see the option to delete the client by clicking Delete under Actions.


Before you begin

It is always advisable to archive a client rather than delete them completely. Archiving retains the client's information, and the client can be restored at a later date.


How-to

Permanently delete a client

  1. First, follow the instructions in this article to archive the client.

  2. Then, read the following to view an archived client.

  3. Select the archived client, then select the Actions drop-down menu.

  4. Select Delete.
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  5. In the modal that appears, type the full name of the client to confirm the deletion, then select I understand the consequences, delete [client name]

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