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Objective: Learn how to delete a client from Probatum. |
Objective: Learn how to delete a client from Probatum.
| Info |
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Deleting a client can be performed by Administrator users only. |
| Note |
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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,
selectselect Delete Client.
You will be prompted to confirm that you wish to delete the client.
ClickClick Delete Client
toto confirm.
The client's record will be removed from the client list.