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Remove a Message from the Client Portal
Remove a Message from the Client Portal
Updated over 6 months ago

How to remove a note that has been shared as a message through the Client Portal.

  • Navigate to the Notes tab in the case.

Screen Shot 2023-11-17 at 4.48.50 PM.png
  • Click on the drop-down arrow in line with the message you would like to remove from the Client Portal.

  • Click Edit.

Screen Shot 2023-11-17 at 4.49.20 PM.png
  • Within the pop-up box, click on the X next to the Client Portal tag.

  • Click Save.

Screen Shot 2023-11-17 at 4.51.24 PM.png
  • This message will no longer appear in the Client Portal, however, it will still be saved as a note on the case.

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