Skip to main content
All CollectionsPersons
Delete a client record
Delete a client record

How do I delete a client record?

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over 2 years ago

Attention! It will not be possible to delete the client record if the client is a client in one or more matters.


Step 1: Go to the "Person" tab.

Step 2: Select the "Client" view.

Step 3: Enter the name of the client to be deleted in the filters to facilitate your search.

Step 4: Select your client and click on the delete icon.

Did this answer your question?