How to delete a client, a duplicate client can also be merged.

Using the search bar on the top of the page, search for the client.

Click on the dropdown arrow at the end of the client’s row.

Select Delete Client.

A pop-up window will appear.

Select Delete.

The client will be permanently deleted.

NOTE: Only a Firm Admin or users with the User is Allowed to Delete Clients permission will be able to delete clients.