If you no longer work a client, it is best practice to "Delete" the client. This will prevent contacts associated with that client from logging in, and you will no longer be able to create new cases or invoices for them. Deleting a client or client location will not remove any historical data, it will only archive that client moving forward. In the event you decide to work with that client again the future, you can always "undelete" the client.
Note: After deleting a client or location, any users associated with that organization will no longer be able to log in.
Deleting Clients
To delete a client or group of clients, use the client list to search for the clients in question. Next, check the box(es) next to each client that you wish to delete. Once the proper selections are made, click the Delete button above the check boxes. You will prompted to confirm your decision.
Deleting Client Locations
To delete a client location, navigate to the client's profile and click the "Locations" tab. From here, check the box(es) next to each client location you wish to delete. Once the proper selections are made, click the Delete button above the check boxes. You will prompted to confirm your decision.
Note: You cannot delete the Primary location for a client. In order to delete this location you must designate a new location as the primary location before continuing.
Undeleting Clients
To recover a deleted client, or group of clients, you must first use the Filter select box and filter the client list by Deleted Clients. Typically the deleted client(s) you are looking for will appear at the top of the list, however you can use the search function to find specific results. Next, simply check the box(es) next to each client you wish to recover and then click the Undelete button above. You will be prompted to confirm your decision.
Undeleting Client Locations
To recover a deleted a client location, navigate to the client's profile and click the "Locations" tab. From here, use the Filter dropdown to filter the list by Deleted Locations. From here, select the location(s) you wish to recover and click the white Undelete button above.