Deleting a customer record is easy!


FROM THE WEB APP


Step 1: Click on a customer record.

Step 2: Click 'Edit'

Step 3: Click 'Remove'.

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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