Deleting a Client
This tutorial will walk you through the steps to delete a client from your View Clients and Matter list in TrustBooks.
Note: Before deleting a client, you must first archive it. Only archived clients can be deleted and only matters with zero balances and no activity can be archived.
For steps on how to archive a matter click here:
- From the Navigation Pane select CLIENTS & MATTERS, and then View Clients and Matters List.
- Your VIEW CLIENTS AND MATTERS LIST is now displayed. Since you have already archived the client you wish to delete, you will need to click on the SHOW ARCHIVED CLIENTS button at the bottom right.
- Now your Archived Clients are displayed and the option to Delete it is to the far right under Actions:
Or you can select the Client you want to delete by clicking on it:
- Click the Delete button:
- A pop-up warning window is displayed. Click OK to confirm deleting the client.