Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
Note that in order to be able to delete a person record, the person cannot be involved in a matter nor have a client or supplier record.
Step 1: Go to the "Persons" tab.
Step 2: Select the "Person" view.
Step 3: Enter the name of the person you want to delete in the filters to facilitate your search.
Step 4: Double-click on your person's name. The person's record will open.
Step 5: Click on the delete icon.
Step 6: Confirm the deletion.
Result:
The person is no longer in your database.