Question / Issue |
 |
How do I delete a client? |
Answer / Solution |
 |
To delete a client:
- From the Policy Summary Screen click on the Delete Client option on the bottom right side of the screen.
- You will be prompted to verify that you want to delete the client by a Confirm Delete box.
- When the deletion has been completed, you will recieve a Delete confirmed box.
- Click OK to complete the process.
- You will be returned to the Find Existng Client screen.
NOTE: Once you delete a client, it cannot be recovered.
|