Deleting a customer record is easy!


FROM THE WEB APP


Step 1: Click on a customer record.

Step 2: Click "Edit"

Step 3: Click "Delete"

Step 4: Done

NOTE: Deleting a customer record cannot be undone.


FROM THE MOBILE APP

Step 1: Tap Menu > Clients > Then tap on a customer record.

Step 2: Tap on the "More" action button.

Step 3: Tap "Delete Client"

Step 4: Done

NOTE: Deleting a customer record cannot be undone.



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