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| Info |
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Deleting a client can be performed by Administrator users only. |
| Warning |
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Deleting a client in Probatum is permanent and cannot be undone. Please use caution when doing this. If you want to delete a client, follow the steps below. |
- Navigate to the client you wish to delete.
- From the client profile, click the overflow menu icon in the client toolbar (circled in red below).
- When the menu opens, select Delete Client.
- You will be prompted to confirm that you wish to delete the client. Click Delete Client to confirm.
- The client's record will be removed from the client list.